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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