Daily Chemical Reactions

Mixed Emotions, Mixed Rewards – Monomer & Feedstock Volatility Reviewed Post Laura    
September 4, 2020
Commodities Mentioned:
Naphtha, Crude, Ethane, Natural Gas, Ethylene, Polyethylene (PE), Polypropylene (PP), Ethylene Di-Chloride (EDC), Monoethylene Glycol (MEG), Acrylonitrile (ACN), Phthalic Anhydride (PA)
Companies Mentioned:
Dow, LyondellBasell, Braskem, PPG, Sherwin Williams, Borealis, Celanese, OxyChem, Shintech, Nova Chemicals, Olin, OxyChem, KBR, Air Liquide, Eastman Chemical, Shanghai Huayi, Shell

Daily Chemical Reaction

 

Mixed Emotions, Mixed Rewards – Monomer & Feedstock Volatility Reviewed Post Laura    

 

Key Points:

  • We discuss the impact of surging US ethylene values, falling USGC ethane and weakness in USGC propylene following Hurricane Laura disruptions.
  • We discuss numerous US plant restarts and several corporate news items worth note (e.g. Air Liquide, Borealis, Chevron, Shanghai Huayi, Shell).
  • Other items worth note today include tightening US MEG markets, a mixed setting in global aromatic markets and Chinese plant additions.

See PDF below for all charts

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