Daily Chemical Reactions

Words From The Wise – Takeaways From Our Event With Raj Gupta
April 15, 2020
Commodities Mentioned:
Naphtha, Ethane, Oil, Natural Gas, Polyethylene, Polypropylene, Polyvinyl Chloride, Ethylene, Butadiene
Companies Mentioned:
Dow, LyondellBasell, Westlake, Sasol, BASF, Arkema, Covestro, Huntsman, CP Chem, ExxonMobil, Celanese

Daily Chemical Reaction

Words From The Wise – Takeaways From Our Event With Raj Gupta; Other Chemical Sector Items

An important date for your calendar:

Conference Call with Dennis ReilleyApril 17th 11.00am EST

Replay of our webcast with Raj Gupta available (contact us for more detail).

Key Points:
  • We provide thoughts following our event with Raj Gupta yesterday and flag many near- and long-term items worth consideration – clients take note.
  • Corporate items in the news today include the LyondellBasell 1Q20 update & capex cut, Arkema dividend cut and Covestro guidance reduction.
  • Other items of note today range from oil-and-gas commentary, to the Asia price drop in Butadiene, to thoughts on sector leadership through the crisis.

See PDF below for Chart of the Day

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