Daily Chemical Reactions

PVC, Caustic Soda & The Four Seasons
March 11, 2020
Commodities Mentioned:
Polyvinyl Chloride, Caustic Soda, Ethylene, Natural Gas, Polypropylene, Polyethylene, Naphtha, Brent Crude, Lithium
Companies Mentioned:
Westlake, Formosa, Occidental/ Oxychem, Shin-Etsu/Shintech, Orbia, Olin, Lanxess, LyondellBasell, Dow Chemical, Eastman Chemical, Borealis, Galaxy Resources, OMV, Velocys, Shell

Daily Chemical Reaction

PVC, Caustic Soda & The Four Seasons

Key Points:

  • We see support for US PVC prices near-term (into 2Q20), while we think that caustic soda values are likely to remain under pressure.
  • Our Four corporate items today target the Lanxess 4Q release and recent Dow Chemical, LyondellBasell and Eastman Chemical presentations.
  • Other items range from Japan LNG to Chemical sector M&A activity.


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