Daily Chemical Reaction
Electric Avenue – Electronic End Market Strength Charges Input Demand, US Rail Traffic Surges
- We discuss the Element Solutions 4Q profit guidance upgrade that displays strength in electronic end markets and positive read-throughs to global peers, such as DuPont, Henkel & BASF – see competitor detail in the report.
- We highlight multiple relevant corporate items (e.g. BASF strategic news; Total price hikes; BASF & Optima plant outages; other sector updates, etc.)
- Other items in this report range from US refinery operating rate limping higher WoW, to developments in Asia polyethylene relative to USGC ethane, to an assortment of ESG related headlines worth note today.
See PDF below for all charts