The Chemical Reaction
Radar Love – Global Supply Chain Dislocations Ping Supportive Of Efforts Targeting WC Improvements
- We find recent working capital issues among chemical end-product sellers has accelerated initiatives to enhance supply chain visibility and efficiency – the expanding radar of home product producers in this area is worth notice.
- We highlight several corporate items worthy of note (e.g. DSM, LG Corp, Chandra Asri, Koppers, IMCD, Flugger & Aramco updates; Lukoil, SABIC, ExxonMobil, Neste, Petrobras, Lukoil & STADLER strategic news; etc.)
- Other items today range from US chemical rail traffic reflecting a five-year high for this time of year, to strength in Asia polypropylene and methanol, to the latest US consumer spending update that reflects declining momentum.
See PDF below for all charts