Daily Chemical Reactions

She’s a Brick…House – Building & Construction Keeps The Light On For Plastics Demand
June 19, 2020
Commodities Mentioned:
Polyvinyl Chloride, Polyurethanes, Polypropylene, Polyethylene, Polystyrene, Polycarbonate, Butadiene, Caustic Soda, Bromine, Crude Oil, Natural gas
Companies Mentioned:
Huntsman, BASF, Dow, Westlake, Olin, Shintech, Tosoh, Albemarle, Lanxess, W.R. Grace, KBR

Daily Chemical Reaction

 

She’s a Brick…House – Building & Construction Keeps The Light On For Plastics Demand   

Key Points:
  • We discuss plastics targeting the Building & Construction market – we view current trends as most beneficial for PVC producers, such as Westlake, and flag PU products targeting this market from Huntsman, BASF and Dow.
  • Our chart of the day highlights the five-year low reached this week in Asia Butadiene (BD) prices relative to avg. Asia ethylene – we continue to find stiff demand headwinds facing BD/rubber applications (most notably tires).
  • Other items of note range from oil-and-gas commentary, to the PQ 2Q20 business update that rings positive for a refining services demand pick-up, to Tosoh expanding bromine production in China despite recent spot weakness.

See PDF below for all charts 

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