Daily Chemical Reactions

You Can Never Break The Chain (of Chemical Supply Links)
May 21, 2020
Commodities Mentioned:
Propane, Ethane, Crude Oil, Natural Gas, Polypropylene, Propylene, MTBE, Lithium
Companies Mentioned:
LyondellBasell, Braskem, SABIC, CP Chem, ExxonMobil, Reliance, PetroChina, Total, Borealis, Indorama, Dow, Trinseo, Cabot, Corteva, Huntsman, SQM, Petronas Chemical Group

Daily Chemical Reaction

You Can Never Break The Chain (of Chemical Supply Links), Corporate News & Other Relevant Items

Key Points:
  • Recent chemical demand and product flow data suggest supply chain entanglements – expect more problems and volatility in late 2Q and 3Q ahead.
  • We discuss a few commodity chemical items (polypropylene, MTBE and refinery operating rates) and note multiple corporate items worth note.
  • Other items of note range from commentary on NE US NGL flows, to chemical price movements in Europe, to a McDermott PDH tech award.

See PDF Below for all Charts Referenced

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