Daily Chemical Reactions

Global Durable Goods Demand Collapse; Benzene Snapshots; & Other Relevant Sector Items
April 7, 2020
Commodities Mentioned:
Polypropylene, Polyurethanes, Epoxy, Polyvinyl Chloride, Benzene, Oil, Natural Gas, Coatings
Companies Mentioned:
Hexcel, Woodward, LyondellBasell, Braskem, EMS Group, Huntsman, Olin, Eastman Chemical, PPG, Advanced Petrochemicals, Lanxess, IMCD, LG Chemical, Navigator Gas, LSB Industries

Daily Chemical Reaction

Global Durable Goods Demand Collapse; Benzene Snapshots; & Other Relevant Sector Items

An important date for your calendar:

Conference Call with Raj Gupta has been moved to April 14 (from April 10th) – the call will be held at 11.00 am EST.

Key Points:
  • Global durable goods markets face very tough conditions – we highlight a few recent releases showcasing significant uncertainty and pain which will flow back to polymers.
  • We comment to declines in US benzene WoW despite the recent modest upward moves in Europe and Asia – we do not foresee a V-shaped rebound.
  • Other items of note today range from ExxonMobil capex cuts outside of chemicals, Braskem thoughts before its earnings call tomorrow, and news that LyondellBasell may re-start its Houston refinery FCC units next week.


Contact us to subscribe to our services and gain access to full content.