Daily Chemical Reactions

The Permian Likely Survives – Takeaways From Dennis Reilley; Propylene Tightness
April 17, 2020
Commodities Mentioned:
Oil, Natural Gas, Naphtha, Ethane, Polyethylene, Polypropylene, Polyvinyl Chloride, Ethylene, Titanium Dioxide, PET
Companies Mentioned:
Dow, LyondellBasell, CP Chem, ExxonMobil, Alpek, Tronox, Sherwin Williams, PPG, Akzo Nobel

Daily Chemical Reaction

The Permian Likely Survives – Takeaways From Dennis Reilley; Propylene Tightness & Other Items

Replays of our webcasts this week with Dennis Reilley and Raj Gupta available upon request – contact us for more detail.

Key Points:
  • We provide thoughts following our event today with Dennis Reilley and flag many near- and long-term items worth consideration – take note.
  • We discuss refinery production cutbacks as helping to support propylene values and corporate items/updates from Alpek and Tronox.
  • Other items of note today range from crude oil comments, to chemical inputs in auto applications, to a status update on China lithium players.

See PDF below for Chart of the Day



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