Daily Chemical Reactions

US Chemical Price Erosion Ahead
February 21, 2020
Commodities Mentioned:
Polyethylene, Polypropylene, Polyvinyl Chloride, Lithium, Nylon 6, Cumene, Acetone, Ethylene Oxide, Natural Gas, Brent Crude
Companies Mentioned:
Dow Chemical, LyondellBasell, Braskem, Formosa, Westlake, CP Chem, ExxonMobil, AdvanSix, Pilbara, Orocobre, Venator, Balchem, Stepan, Hanwha, DuPont, Wacker Chemie

Daily Chemical Reaction

US Chemical Price Erosion Ahead & Other Items                    

Key Points:
  • We maintain a cautious view of relative US commodity chemical strength to Asia and note a few chemicals/polymers that we view as at risk.  A broad US price collapse is possible.
  • Corporate items target AdvanSix, Pilbara, Orocobre, Venator, Balchem and Stepan; Other news/blurbs span the chemicals hot-topic list.


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