C-MACC Perspectives No 13
Air Travel and Its Implications For Chemicals
Plastics and composites make up an increasing share of content in new aircraft and suppliers will see significant demand disappointments as airlines delay orders and Boeing and Airbus keep production rates below plan.
The bigger variable and most significant effect for chemicals is additional refined products thrown into the chemical feedstock pool as refineries shift away from jet fuel production (as well as gasoline) and toward alternatives.
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