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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