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