Daily Chemical Reaction
Cost Curve Views, Growth Capex Blues & The Coiled Consolidation Spring; Other Items of Note
- We think industry restructuring and consolidation will be primary sector themes during the next few year – we provide a basis for our view from recent cost curve developments, upcoming production additions (notably Asia) and relative to basic chemical (notably ethylene) price trends.
- We discuss business updates from Huntsman and Sherwin Williams that support our case for strength in Building & Construction markets.
- Other items today range from oil-and-gas commentary, to global methanol production additions and a discussion of ACC specialty chemical data trends.
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