Daily Chemical Reactions

Living the Dream – USGC Ethylene Chain Strength Persists, Likely 2H20 Asia Wake Up Call in Focus
July 2, 2020
Commodities Mentioned:
Ethylene, Ethane, Naphtha, Crude Oil, Natural Gas, Propylene, Methanol, Butadiene, Styrene Butadiene Rubber (SBR), Acetone
Companies Mentioned:
Dow, LyondellBasell, ExxonMobil, Celanese, Westlake, Methanex, SCC, Sadara, Arkema, Toyota

Daily Chemical Reaction

 

Living the Dream – USGC Ethylene Chain Strength Persists, Likely 2H20 Asia Wake Up Call in Focus   

Key Points:

  • Asia ethylene strength has been both a common theme and benefit for US C2-chain exporters in 2Q20 – we question the durability of this trend today.
  • Other commodity topics today include US propylene production limping higher, support in a key Butadiene derivative and further methanol thoughts.
  • Other relevant sector items of note include oil-and-gas commentary, the uptick in US chemical rail volume WoW, and weakness in Aerospace inputs.

See PDF below for all charts 

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