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.


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