Daily Chemical Reactions

Consolidation Needed & Other Items 
February 28, 2020
Commodities Mentioned:
Ethylene, Propylene, Polypropylene, Methanol, Benzene, Ethane, Naphtha
Companies Mentioned:
BASF, Orbia, Saint-Gobain, Borealis, Sumitomo, Pemex, Stepan, Versalis, BP, Eni

Portfolio management efforts and strategic reviews are a hot topic – we see the basic chemicals industry in need of aggressive consolidation measures.
Five corporate items span recent 4Q chemical producer reports; Other items range from feedstock inventory levels to recycled HDPE contracts . . .

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