Daily Chemical Reactions

Don’t Be Hoodwinked & Other Chemical Items
April 14, 2020
Commodities Mentioned:
Naphtha, Ethane, Oil, Natural Gas, Polyethylene. Polypropylene, Polyvinyl Chloride, Ethylene, Lithium, N-Propanol, N-Propyl Acetate
Companies Mentioned:
Dow, LyondellBasell, Westlake, Sasol, Tianqi, Albemarle, Oxea, Eastman Chemical, BASF

Daily Chemical Reaction

Don’t Be Hoodwinked & Other Chemical Items

An important date for your calendar:

Conference Call with Dennis ReilleyApril 17th 11.00am EST

Replay of our event today with Raj Gupta available (please contact us for more details) and we will provide takeaways from the event in our daily report tomorrow.

Key Points:

  • March-quarter industry price, margin and volume data should not lift confidence in 2Q20 results – we see limited sector profits ahead.
  • Corporate items in the news today target the potential Tianqi move to sell all or part of its Australian lithium operations – to Oxea product allocations.
  • Other items of note today range from oil-and-gas commentary, to the India lockdown extension, to discussions of auto demand and plant restart targets.

See PDF below for the chart of the day

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