Daily Chemical Reactions

Our 2Q20 Concerns Remain Elevated; US Caustic Nominations Discussed; & Numerous Other Items
March 31, 2020
Commodities Mentioned:
Polyvinyl Chloride, Polyethylene, Polypropylene, Caustic Soda, Nylon, Ethane, Propane, Naphtha, Crude, Natural Gas
Companies Mentioned:
Olin, Westlake, Shintech, Formosa, OxyChem, AdvanSix, LyondellBasell, Braskem, Sinopec, Kraton

Daily Chemical Reaction

Our 2Q20 Concerns Remain Elevated; US Caustic Nominations Discussed; & Numerous Other Items

Important dates for your calendar.

Conference Call with Andrew Liveris – April 2nd 7.30am ECT

Conference Call with Braskem – April 3rd 11.30am ECT

Key Points:

  • Our findings from around the globe early this week support our case that US chemical industry profit declines are likely in 2Q20 – clients take notice.
  • US caustic soda contract nominations for March point to increases – in our view, lower global chlor-alkali operating rates are needed to support a hike.
  • We highlight corporate updates from AdvanSix, LyondellBasell, Braskem, Sinopec and Kraton; we also flag multiple other items focused on gas market fundamentals, industry capacity additions and general sector health.


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