Daily Chemical Reaction
The Dungeons & Dragons Of 2Q Appear Defeated In 2H20 Street Estimates – Likely The Next Area of Cuts; Butadiene Needs A Home; Other Items
An important date for your calendar:
Conference Call with the Dow Investor Relations team on May 5 at 10am EST
Key Points:
- 2Q20 issues noted with each sector earnings report are mostly well expected. Our concerns target many aggressive/hopeful 2H20 expectations.
- We provide our takeaways from following multiple corporate releases (Huntsman, LyondellBasell, AdvanSix, Phillips66, ExxonMobil & Olin).
- We quickly touch on the Butadiene market as prices are falling around the globe as a result of low demand and difficulties with storage.
- Other items of note today range from oil-and-gas commentary, to supply-chain items of note, to PE operating rate curbs with inventory builds in mind.
See PDF Below for Chart of the Day and other charts
Client Login
Learn About Our Subscriptions and Request a Trial
to gain full access and experience our services!