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.