Daily Chemical Reactions

Electric Avenue – Electronic End Market Strength Charges Input Demand, US Rail Traffic Surges
December 10, 2020
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Propylene, Butadiene, Lithium, Isocyanates, Styrene, Methanol, Hydrogen, Crude/Naphtha, Natural Gas/NGLs
Companies Mentioned:
Element Solutions, DuPont, BASF, Henkel, DSM, Dow, LyondellBasell, Enel, L&T Technology, Mineral Technologies, Aramco, Neste, Optima, PMC Group, Rio Tinto, SIBUR, Total, Wacker, ExxonMobil, CP Chemical, Westlake, OxyChem, Formosa, Shintech, Toyota, Valmet

Daily Chemical Reaction

 

Electric Avenue – Electronic End Market Strength Charges Input Demand, US Rail Traffic Surges

 

Key Points:

  • 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 

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