Daily Chemical Reactions

Margins and Inventory: The Baking Before The Shaking & Other Items
March 12, 2020
Commodities Mentioned:
Polyvinyl Chloride, Polyethylene, Polypropylene, Caustic Soda, Ethylene, Natural Gas, Naphtha, Brent Crude, Lithium, Polycarbonate, Acrylates, Phenol
Companies Mentioned:
DuPont, Westlake, OMV/Borealis, Albemarle, Sherwin Williams, Versalis

Daily Chemical Reaction

Margins and Inventory: The Baking Before The Shaking & Other Items

Key Points:

  • We foresee net profit weakness into 2Q20 across both the US and Europe commodity chemical sector as prices trend lower – clients take notice.
  • Five corporate items today target DuPont, Westlake, OMV/Borealis, Albemarle and Sherwin Williams
  • Other items range from China refineries loving the Russia-Saudi oil dispute to a status update on Versalis petrochemical operations in Italy.


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