Daily Chemical Reaction
Vinyl Records and Caustic Dreams; Polyethylene Prices to Fall Toward Ethylene; Other Items
- We discuss the chlor-alkali and vinyl market following recent 1Q releases from major NA and Europe producers – we maintain a cautious view.
- We discuss polyethylene (PE) prices relative to ethylene in both the US and Europe – we see downward pressure developing for PE in these markets.
- We provide our takeaways from following multiple corporate releases (DuPont, Shell, Westlake and Perstorp).
- Other items of note today range from oil-and-gas commentary, to supply-chain items of note, to numerous assets being temporarily shuttered.
See PDF Below for Chart of the Day and Other Charts mentioned below