Daily Chemical Reactions

Dance To The Music – Sector Optimism Pops Higher As Asia Strengthens, Locking Ability In Question
December 1, 2020
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Propylene, Benzene, Isocyanates, Paraxylene, Butadiene, Bisphenol A, Plasticizers, Hydrogen, Crude/Naphtha, Natural Gas/NGLs
Companies Mentioned:
Amcor, Aramco, Arcanum, Axalta, Nippon Paint, Baerlocher, BASF, Borealis, Chandra Asri, Covestro, Elementis, Evonik, ExxonMobil, Faurecia, Formosa Plastics, Indorama, Kemira, Lanxess, LG Chemical, PPG, LyondellBasell, Huntsman, Westlake, Univar, Wacker, TechnipFMC

Daily Chemical Reaction

 

Dance To The Music – Sector Optimism Pops Higher As Asia Strengthens, Locking Ability In Question

 

Key Points:

  • Further improvement in Asia petrochemical prices keeps positive sector sentiment in motion to start the week and the trend is favorable for producers profit near-term – we discuss items keeping our outlook optimism in check.    
  • We highlight multiple relevant corporate items (e.g. Axalta, Nippon Paint, PPG, Univar, Shin-Etsu & Wacker corporate strategy news; BASF, Lanxess & Formosa facility news; multiple sector price hike notices, etc.)
  • Other items in this report range from the ending of Chinese waste imports on January 1, to plastic processor push in India to ban/restrict raw material exports, to a mattress recycling law shifting starting in 2021 in California.

See PDF below for all charts 

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