Daily Chemical Reactions

Cooking for Recovery, Eating Disordered; Caustic Soda & Propylene Thoughts
April 29, 2020
Commodities Mentioned:
Oil, Natural Gas, Ethane, Propane, Caustic Soda, Chlorine, Polyvinyl Chloride (PVC), Polypropylene, Propylene, Ethylene, Methanol, Benzene
Companies Mentioned:
Westlake, Olin, OxyChem, Formosa, Shin-Etsu Chemical (Shintech), LyondellBasell, Sherwin Williams, CP Chem, ExxonMobil, Covestro, Enterprise, Worley, Valero, Ecolab, Synthomer, Indorama, PetroChina, Sinopec, CNOOC

Daily Chemical Reaction

 

Cooking for Recovery, Eating Disordered; Caustic Soda & Propylene Thoughts; Other Industry Items

Key Points:

  • We provide our takeaways from following multiple corporate releases (Covestro, Enterprise Products, Sherwin Williams, Shin-Etsu & Worley).
  • We discuss caustic soda and propylene pricing, and we see any 2Q US contract price support in these two products as likely to be short-lived.
  • Other items of note today range from oil-and-gas commentary, to supply-chain items of note, to declining new ship orders amid trade uncertainties

See PDF below for Chart of the Day 



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