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 Reilley – April 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