Chemicals
Commodity and industrial-gas producers, read through their margins and capital spending, US chemical output and prices, the gas that feeds them, and chemical-safety rules.
- Companies covered
- 11
- Latest quarter filed
- Sep 30, 2026
- SEC filings, last 30 days
- 27
- Comment periods open
- 2
- SEC EDGAR read
- 14:58 UTC, Nov 9
This week, measuredNewest first · read 15:58 UTC, Nov 9
Henry Hub natural gas: 2.63 on Nov 3, 2026, -22.0% on a year earlier.
Measured in $ per million Btu. The 11 chemicals companies we cover grew revenue +0.9% over their last twelve months (median, from their SEC filings).
FRED DHHNGSP · Nov 3, 2026 · read 10:48 UTC, Nov 9 · Chemicals →
- Nov 4Chemicals · WLK · 10-QWestlake reported revenue +5.0% for its quarter to Sep 30, 2026, on a year earlier.Its operating loss came to 4% of revenue; over twelve months revenue moved -0.4%.SEC EDGAR · 10-Q (XBRL) · read 14:58 UTC, Nov 9
- Nov 3Chemicals · CE · 10-QCelanese reported revenue +5.7% for its quarter to Sep 30, 2026, on a year earlier.It kept 8% of revenue as operating profit; over twelve months revenue moved +1.6%.SEC EDGAR · 10-Q (XBRL) · read 14:58 UTC, Nov 9
- Nov 3Chemicals · DD · 10-QDuPont reported revenue +4.1% for its quarter to Sep 30, 2026, on a year earlier.; over twelve months revenue moved +3.2%.SEC EDGAR · 10-Q (XBRL) · read 14:58 UTC, Nov 9
The numbers
US government series, latest print and the change on a year earlier · Federal Reserve Bank of St. Louis (FRED)Ninety days of filings
Every SEC filing by the companies below, one row each · move across to read a dayMon, Nov 9, 2026
No filings by the covered companies
Aug 12 to Nov 9 · 37 filings, 10 in the last seven days · SEC EDGAR. Tall: quarterly and annual reports. Middle: current reports (8-K). Short: other forms. Red: an 8-K item that says something went wrong.
What changed
Filings by the companies below, last 30 days · SEC EDGAR- Nov 5Air Products · 8-KQuarterly results
- Nov 5Chemours · 10-QQuarterly report
- Nov 4Olin · 8-KSigned a material agreement
- Nov 4Westlake · 10-QQuarterly report
- Nov 4Westlake · 8-KQuarterly results; Investor disclosure
- Nov 3Chemours · 10-K/AAnnual report (amended)
- Nov 3Celanese · 10-QQuarterly report
- Nov 3DuPont · 10-QQuarterly report
- Nov 3DuPont · 8-KQuarterly results
- Nov 3Huntsman · 10-QQuarterly report
- Nov 2Chemours · 8-KQuarterly results
- Nov 2Celanese · 8-KInvestor disclosure
- Nov 2Celanese · 8-KQuarterly results
- Nov 2Huntsman · 8-KQuarterly results
13 more in the period, on each company’s EDGAR page.
Rules and notices
Federal Register, last 45 days- Nov 6Rule · Justice DepartmentSpecific Listing for 3-Chloromethcathinone, A Currently Controlled Schedule I Substance
- Nov 5Rule · Environmental Protection AgencySignificant New Use Rules on Certain Chemical Substances (25-3.5e)
- Nov 2Proposed Rule · Environmental Protection AgencySignificant New Use Rules on Certain Chemical Substances (26-7)
- Nov 2Notice · Environmental Protection AgencyCertain New Chemicals or Significant New Uses; Statements of Findings-July 2026
- Oct 15Rule · Environmental Protection AgencySignificant New Use Rules on Certain Chemical Substances (24-5.5e); Correction
- Oct 15Rule · Environmental Protection AgencySignificant New Use Rules on Certain Chemical Substances (26-1)
- Oct 14Proposed Rule · Environmental Protection AgencyTrichloroethylene (TCE); Regulation Under the Toxic Substances Control Act (TSCA); Compliance Date Extensions
- Oct 6Notice · Environmental Protection AgencyCertain New Chemicals or Significant New Uses; Statements of Findings-June 2026
- Oct 1Notice · Treasury DepartmentSuperfund Tax on Chemical Substances; Request To Modify List of Taxable Substances; Notice of Filing for Styrene Isoprene Block Copolymer; x+z=482, y=2,178.51, a=1.70
Matched by title against the industry’s terms; paperwork renewals and meeting notices left out · read 14:57 UTC, Nov 9
Who is exposed
Trailing twelve months to each company’s latest quarter, from its own XBRL filings · SEC EDGAR| Company | Quarter to | Revenue | Growth | Gross margin | Op. margin | Capex / revenue | Capex growth | Inventory days | Backlog |
|---|---|---|---|---|---|---|---|---|---|
| Dow DOWPlastics and intermediates | Sep 30, 2026 | — | — | — | — | — | — | — | $618M-15.9% |
| LyondellBasell LYBPlastics and refining | Sep 30, 2026 | $32.0B | +3.5% | 14.3% | 8.6% | 4.0% | -33.1% | 54 | — |
| DuPont DDSpecialty materials | Sep 30, 2026 | $7.1B | +3.2% | 35.5% | — | 4.8% | +116.8% | 99 | — |
| Eastman Chemical EMNSpecialty chemicals | Sep 30, 2026 | $9.0B | +0.3% | 20.6% | — | 4.5% | -33.1% | 111 | — |
| Celanese CEAcetyls and polymers | Sep 30, 2026 | $9.8B | +1.6% | 20.8% | 7.9% | 2.9% | -22.8% | 107 | $317M-48.4% |
| Olin OLNChlor-alkali | Sep 30, 2026 | $6.7B | -0.7% | 6.7% | -1.9% | 2.5% | -21.0% | 50 | — |
| Westlake WLKPVC and building products | Sep 30, 2026 | $11.4B | -0.4% | 10.8% | -3.8% | 7.3% | -19.9% | 65 | — |
| Linde LINIndustrial gases | Sep 30, 2026 | $36.2B | +8.2% | — | 25.3% | 15.5% | +11.4% | — | $66.0B+6.5% |
| Air Products APDIndustrial gases | Jun 30, 2026 | $12.6B | +4.5% | 32.1% | -4.7% | 38.7% | -35.7% | 32 | $28.0B+7.7% |
| Huntsman HUNPolyurethanes | Mar 31, 2026 | $5.7B | -4.7% | 12.9% | -3.3% | 3.1% | -1.7% | 65 | — |
| Chemours CCTitanium dioxide and fluoroproducts | Sep 30, 2026 | $5.8B | +0.1% | 15.2% | — | 3.2% | -31.8% | 109 | $98M-46.4% |
| Median of 11 with a current year | +0.9% | 15.2% | -1.9% | 4.3% |
Growth compares the latest twelve months with the twelve before. A quarter a company reports only inside a year-to-date total is the difference of the two totals it filed; a ratio is shown only when both sides cover the same four quarters. Backlog is remaining performance obligations, with its change on a year earlier. A dash means the company does not report that line.
What to watch
Comment deadlines and effective dates ahead · Federal Register- Nov 13Comments close · Proposed RuleTrichloroethylene (TCE); Regulation Under the Toxic Substances Control Act (TSCA); Compliance Date Extensions
- Dec 2Comments close · Proposed RuleSignificant New Use Rules on Certain Chemical Substances (26-7)
- Dec 14Takes effect · RuleSignificant New Use Rules on Certain Chemical Substances (26-1)
- Jan 4Takes effect · RuleSignificant New Use Rules on Certain Chemical Substances (25-3.5e)
Where US supply comes from
US imports, Aug 2026 · UN Comtrade- HS 2902Cyclic hydrocarbons · $220M · +52.1% on a year earlierIndia 30% · Canada 25% · Saudi Arabia 12%
- HS 3901Polyethylene · $406M · +39.3% on a year earlierCanada 82% · South Korea 3% · Germany 2%
- HS 2905Alcohols and glycols · $162M · +22.9% on a year earlierCanada 24% · Trinidad and Tobago 9% · Germany 9%
ARCANE reporting
Published investigations that land on this page
The numbers disagree
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