Daily Chemical Reactions

Flat Cost Curve Bad; Enterprise Zones A Possible Solution; Thoughts on Producer Updates
April 9, 2020
Commodities Mentioned:
Ethylene, Naphtha, Ethane, Styrene, Oil, Natural Gas
Companies Mentioned:
Solvay, Arkema, Calumet Specialty Products, LyondellBasell, RPM, Sherwin Williams, Huntsman, Trinseo, Ineos

Daily Chemical Reaction

Flat Cost Curve Bad; Enterprise Zones A Possible Solution; Thoughts on Producer Updates; & Other Items

Important dates for your calendar:

Webcast/Conference Call with Raj Gupta – April 14 at 11.00am EST.

Webcast/Conference Call with Dennis Reilley – April 17 at 11.00am EST.

Key Points:
  • We follow our research and talk with former Dow CEO Andrew Liveris about US enterprise zones with a push by The Association of Equipment Manufacturers (AEM) to create a chief manufacturing officer position to report directly to President Trump – we hope this is a positive step.
  • We find evidence of increased naphtha cargo bookings from the USGC to Asia – it implies low fuel demand but also US chemical intake is maxed out, as we estimate naphtha is the most advantaged USGC cracker feed currently.
  • Other items of note today range from our thoughts on updates at Solvay, Calumet, RMP and Trinseo, to an assortment of other news items.


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