Daily Chemical Reaction
Don’t Scratch the Vinyl – USGC PVC Profit Tune Remains Upbeat; VAM Price Hikes; Other Items
- We discuss recent US polyvinyl chloride (PVC) market price support that we view as a plus for USGC producer integrated profit support into 3Q20.
- We highlight Celanese vinyl acetate monomer (VAM) price hike news – the trend in Asia feedstocks and supply issues supports the uptick in our view.
- Other items of note today range from our perspectives report targeting the need to re-shore US manufacturing to US spot benzene market support.
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