Daily Chemical Reactions

With A Little Help From My Friends – A Case For US Propylene Support Near-Term
June 11, 2020
Commodities Mentioned:
Propylene, Naphtha, Ethane, Propane, Polypropylene, Methanol, Polyurethane (MDI & TDI), Polyols, Crude Oil, Natural Gas
Companies Mentioned:
PPG , Sherwin Williams, Axalta, Dow, BASF, Eastman Chemical, LyondellBasell, Methanex, Celanese, Huntsman, Covestro, Formosa, Mitsui, Sinopec, Akzo Nobel, JM

Daily Chemical Reaction

With A Little Help From My Friends – A Case For US Propylene Support Near-Term; Other Items

Key Points:
  • Several factors are emerging in favor of USGC propylene price support near-term and suggest margin pressure for non-integrated derivative producers, many of whom are seeing depressed demand.
  • We add to our recent discussions of methanol and polyurethanes markets, and we highlight corporate updates from AkzoNobel and Johnson Matthey.
  • Other items of note range from energy commentary, to packaging demand in Europe, to US chemical rail traffic reflecting an uptick in volume WoW.

See PDF below for all charts 



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