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 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



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

Request A Free Trial