Daily Chemical Reactions

US PE Producers Fight for Price Support in May; Numerous Global Corporate Reports
May 12, 2020
Commodities Mentioned:
Crude, Natural Gas, Naphtha, Ethane, Ethylene, Polyethylene, Carbon Black, Polyvinyl Chloride, Caustic Soda
Companies Mentioned:
Dow, LyondellBasell, CP Chem, ExxonMobil, Amcor, Ashi Kasei, Energy Transfer, Hanwha Solutions, Indorama, IFF, Univar, Aramco, Lotte Chemical, Mitsubishi Gas Chemical. Tokai Carbon. Tosoh, Borealis

Daily Chemical Reaction

 

US PE Producers Fight for Price Support in May; Numerous Global Corporate Reports; Other Items

Conference Call with BASF today (May 12) at 11am ECT

Key Points:
  • We discuss US polyethylene producer price hike nominations for June and recent trends in the ethylene market – we see any strength as short-lived.
  • We provide our takeaways following three corporate earnings releases (Amcor, Ashi Kasei, Energy Transfer, Hanwha Solutions, Indorama, IFF, Univar, Aramco, Lotte Chemical, Mitsubishi Gas Chemical, Tokai & Tosoh).
  • Other items of note range from oil-and-gas commentary, to India markets starting to show initial signs of life, to global aviation activity.

See PDF Below for all Charts 

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