Daily Chemical Reactions

“Born Under A Bad Sign” – US Hurricane Season Sets Record With Delta, Add To Supply Chain Blues  
October 7, 2020
Commodities Mentioned:
Polyvinyl Chloride (PVC), Chlorine, Caustic Soda, Ethylene, Polyethylene (PE), Polyethylene Terephthalate (PET), Propylene Oxide, Polyurethanes, Benzene, Methionine, Crude Oil/Naphtha, Natural Gas/NGLs
Companies Mentioned:
BASF, Braskem, Celanese, Huntsman, Covestro, Dow, INEOS, LyondellBasell, ExxonMobil, Nova Chemicals, Kraton, Landec, Olin, Perstorp, RPM, Shintech, OxyChem, Formosa, Westlake, Aramco

Daily Chemical Reaction

 

“Born Under A Bad Sign” – US Hurricane Season Sets Record With Delta, Add To Supply Chain Blues   

 

Key Points:

  • The path and strength of Hurricane Delta puts it in position add notable disruption to US chemical markets that are already in disarray – the chlor-vinyl industry currently faces the greatest risk of further production issues.
  • We highlight several global corporate items/news releases (e.g. Landec and RPM 1Q21 results, Olin and LyondellBasell Impairment Charges, Westlake ramping chlor-alkali production in Lake Charles, Celanese price hikes, etc.)   
  • Other items worth note today range from the benzene-naphtha spread turning negative in Europe, to US production shut-ins ahead of Hurricane Delta, to rising industry concerns that EU recycling targets will be missed.

See PDF below for all charts

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