Daily Chemical Reactions

Asia Chemical Price Strength At Odds With Costs, Corporate News & Other Relevant Items
May 20, 2020
Commodities Mentioned:
Naphtha, Crude Oil, Ethane, Propane, Natural Gas, Ethylene, Propylene, Lithium, Ethylene Propylene Diene Monomer Rubber(EPDM), Monoethylene Glycol (MEG), Mixed Xylenes
Companies Mentioned:
Dow, Nova Chemical, SQM, Albemarle, Livent, Koppers, Petronas Chemical Group

Daily Chemical Reaction

 

Asia Chemical Price Strength At Odds With Costs, Corporate News & Other Relevant Items

Key Points:
  • Commodity chemical price strength in Asia, keeps export markets open but hides rising relative US cracker feedstocks – we discuss shifts in Singapore Naphtha vs USGC ethane and conclude instability in Asia pricing.
  • We provide our takeaways from following multiple corporate releases (SQM, Petronas and Koppers) and news items (Dow).
  • Other items of note range from energy commentary, to US industrial gas demand leveling off, to the market share of polymers serving the auto market.

See PDF Below for all Charts

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