Daily Chemical Reactions

Skewed Moods In Solitude – Consumers Spending Increasingly Targets The Home & Great Outdoors
September 25, 2020
Commodities Mentioned:
Ethane, Propane, Naphtha, Ethylene, Propylene, Polyethylene (PE), Polypropylene (PP), Polyvinyl Chloride (PVC), Graphite, Melamine, Benzene
Companies Mentioned:
Avient, HB Fuller, Westlake, Olin, Shintech, Formosa, OxyChem, Braskem, LyondellBasell, Calgon Carbon, Evonik, Itochu, Borealis, Borouge, Lanxess, Petrobras, Sterling, Total, Gail

Daily Chemical Reaction

 

Skewed Moods In Solitude – Consumers Spending Increasingly Targets The Home & Great Outdoors

 

Key Points:

  • We discuss the strength in outdoor and construction end-markets from recent sector business updates – we foresee construction chemicals demand staying stronger for longer and comment to developments in PVC.
  • We highlight the narrow price spread between Asia and USGC ethylene, and we flag multiple corporate releases/items of note (e.g. Avient, Braskem, Calgon Carbon, Evonik, H.B. Fuller, Sterling, Itcochu, Borealis, Borouge).
  • Other relevant items today range from a need from price transparency in global carbon markets, to demand slowing for some commodities (IPA) that saw surges early in the pandemic, to USGC Natural Gas price volatility.

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