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

Contact us to subscribe to our services and gain access to full content.

Request A Free Trial