Daily Chemical Reaction
Weak Demand Forces an Array of Industry Cut-Backs; Albemarle Shock Treatment; Other Items
An important date for your calendar:
- Peer releases elevate concerns with investor expectations for Albemarle – we put forth a few items to frame our case – expectation cuts likely.
- We provide our takeaways from following multiple corporate releases (Dow, BASF, W.R. Grace, Kraton, OCI, Clariant, Wacker, Reliance).
- We quickly touch on the US PVC market after some planned outage news.
- Other items of note today range from oil-and-gas commentary, to supply-chain items of note, to India potentially extending its COVID-19 lockdown.
See PDF below for Chart of the Day