Daily Chemical Reactions

Something for Everyone – Pockets Of Strength, Weakness & Elements of Freakiness 
June 26, 2020
Commodities Mentioned:
Oil, Natural Gas, Ethane, Naphtha, Ethylene, Propylene, Polyethylene, Polypropylene, Phenol, IPA, NBR, Butanediol
Companies Mentioned:
Dow, LyondellBasell, CP Chem, ExxonMobil, Westlake, Braskem, Axalta, HB Fuller, Trinseo, ASIX, Olin, L’Oreal, Lufthansa

Daily Chemical Reaction

 

Something for Everyone – Pockets Of Strength, Weakness & Elements of Freakiness      

Key Points:

  • We find US petrochemical feedstock costs in reverse relative to strength abroad, and varying degrees of end market strength. Further enticement for US producers to operate at capacity
  • Three commodity market items to think about today: a) US natural gas weakness; b) global ethylene spot market support; c) US propylene strength
  • Other items of note today range from oil-and-gas commentary, to Braskem polypropylene export views, to an array of downstream reports.

See PDF below for all charts referenced

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