US bulk chemical producers are benefiting from the rise in US shale gas output and subsequent lower gas prices. In contrast to producers in other regions that rely on oil products, such as naptha, for feedstock, US companies’ access to shale gas provides them with cheaper feedstock, including ethane. Commodities chemicals provider LyondellBasell is an example of a company that has turned around its business due in part to these factors. But Dow, which provides both bulk and specialty chemicals, has also benefited and is seeking to become more focused. Even specialty chemical provider DuPont is disposing of assets in an effort to become more specialized.

Source: Financial Times