Daily Chemical Reactions

Radar Love – Global Supply Chain Dislocations Ping Supportive Of Efforts Targeting WC Improvements
November 27, 2020
Commodities Mentioned:
Plastics (PP, PE, PVC, PS, PET, etc.), Propylene, Ethylene, MDI-urethanes, Polyols, Methanol, Hydrogen, Butyl Acrylate, Caprolactam, Acrylonitrile, ABS, Crude/Naphtha, Natural Gas/NGLs
Companies Mentioned:
GE, Covestro, Dow, BASF, Huntsman, Wanhua, LyondellBasell, Braskem, Total, ExxonMobil, Audi, Borealis, Chandra Asri, Coexpan, Croda, Iberchem, DSM, Flugger, IMCD, Neste, SABIC, Sasol, Aramco, STADLER, WeylChem

The Chemical Reaction

 

Radar Love – Global Supply Chain Dislocations Ping Supportive Of Efforts Targeting WC Improvements

  

Key Points:

  • 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 

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