Daily Chemical Reactions

Cost Curve Views, Growth Capex Blues & The Coiled Consolidation Spring
June 23, 2020
Commodities Mentioned:
Oil, Natural Gas, Ethane, Naphtha, Ethylene, Polyethylene, Methanol
Companies Mentioned:
Aramco, Dow, LyondellBasell, CP Chem, ExxonMobil, Methanex, Huntsman, Sherwin Williams, Arkema, Sasol, PTT Global

Daily Chemical Reaction

Cost Curve Views, Growth Capex Blues & The Coiled Consolidation Spring; Other Items of Note

Key Points:

  • 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.

See PDF below for all charts

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