Daily Chemical Reactions

Oil Panic, Polymer Prices Pop & Corporate Guidance Stops – The Land of Opportunity
April 21, 2020
Commodities Mentioned:
Oil, Natural Gas, Naphtha, Ethane, Polyethylene, Polypropylene, Polyvinyl Chloride, Ethylene, Methanol
Companies Mentioned:
Westlake, Olin, Dow, LyondellBasell, CP Chem, ExxonMobil, Sasol, Ineos, Formosa, PolyOne, Stepan, Hexcel, Sika, DuPont

Daily Chemical Reaction

Oil Panic, Polymer Prices Pop & Corporate Guidance Stops – The Land of Opportunity

Key Points:
  • We provide read-throughs from the oil market to the chemicals sector.
  • We discuss the PVC market (also see our chart of the day) and other general polymer market trends considering the Asia ethylene marketing hitting a record low price point early this week.
  • We highlight takeaways from five corporate releases since the start of the week: PolyOne, Stepan, Hexcel, Sika and DuPont.
  • Other items of note today range from crude oil comments, to European methanol trends, to the COVID-19 impact on maritime shipping.

See PDF below for Chart Of The Day



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