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
- Jun 30, 2026
- SEC filings, last 30 days
- 5
- Comment periods open
- 4
- SEC EDGAR read
- 02:33 UTC, Oct 8
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 dayThu, Oct 8, 2026
No filings by the covered companies
Jul 11 to Oct 8 · 37 filings, 0 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 EDGARRules and notices
Federal Register, last 45 days- 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
- Sep 14Notice · Justice DepartmentNotice of Lodging of Proposed Stipulation and Order of Settlement Under the Toxic Substances Control Act
- Sep 9Notice · Treasury DepartmentSuperfund Tax on Chemical Substances; Request To Modify List of Taxable Substances; Notice of Filing for Acrylonitrile-butadiene Rubber; x=3,344.33, y=1,335.09, a=2.98
- Sep 9Notice · Treasury DepartmentSuperfund Tax on Chemical Substances; Request To Modify List of Taxable Substances; Notice of Filing for Solution Styrene Butadiene Rubber; m=5,474.21, n=504.08, a=3.30
- Sep 9Notice · Treasury DepartmentSuperfund Tax on Chemical Substances; Request To Modify List of Taxable Substances; Notice of Filing for Vinyl Acetate-dibutyl Maleate Copolymer in a Styrene Solution; x=6.17, y=1, s=10.94
- Sep 9Notice · Treasury DepartmentSuperfund Tax on Chemical Substances; Request To Modify List of Taxable Substances; Notice of Filing for Butadiene-acrylonitrile-methyl Methacrylate-styrene Copolymer; w=124.79, x=424.05, y=129.62, z=72.41
- Sep 4Notice · Environmental Protection Agency1,2-Dichloropropane Draft Risk Evaluation Under the Toxic Substances Control Act (TSCA); Notice of Availability and Request for Comment
- Aug 27Notice · Environmental Protection AgencyCertain New Chemicals; Receipt and Status Information for March, May, and June 2026
- Aug 27Notice · Environmental Protection Agencytrans-1,2-Dichloroethylene Draft Risk Evaluation Under the Toxic Substances Control Act (TSCA); Notice of Availability and Request for Comment
Matched by title against the industry’s terms; paperwork renewals and meeting notices left out · read 00:28 UTC, Oct 8
Who is exposed
Trailing twelve months to each company’s latest quarter, from its own XBRL filings · SEC EDGARAcross Revenue growth, last twelve months on the twelve beforeUp Operating margin, last twelve monthsSize Revenue, last twelve monthsRing Filed a current report (8-K) this week; red if it says something went wrongDot inside Beyond the scale, pinned to its edge
| Company | Quarter to | Revenue | Growth | Gross margin | Op. margin | Capex / revenue | Capex growth | Inventory days | Backlog |
|---|---|---|---|---|---|---|---|---|---|
| Dow DOWPlastics and intermediates | Mar 31, 2026 | $39.3B | -7.7% | 6.4% | — | 5.8% | -21.1% | 67 | $587M-23.7% |
| LyondellBasell LYBPlastics and refining | Jun 30, 2026 | $31.2B | -1.7% | 12.8% | 3.1% | 4.5% | -26.3% | 55 | — |
| DuPont DDSpecialty materials | Jun 30, 2026 | $7.0B | +3.3% | 35.1% | — | 4.9% | +129.1% | 97 | — |
| Eastman Chemical EMNSpecialty chemicals | Jun 30, 2026 | $8.9B | -4.5% | 19.9% | — | 5.1% | -24.2% | 108 | — |
| Celanese CEAcetyls and polymers | Jun 30, 2026 | $9.7B | -2.2% | 20.9% | -7.1% | 2.8% | -28.9% | 110 | $348M-52.0% |
| Olin OLNChlor-alkali | Jun 30, 2026 | $6.7B | +0.6% | 6.9% | -1.6% | 3.1% | +10.7% | 50 | — |
| Westlake WLKPVC and building products | Jun 30, 2026 | $11.3B | -4.0% | 9.6% | -11.0% | 7.9% | -12.2% | 63 | — |
| Linde LINIndustrial gases | Jun 30, 2026 | $35.4B | +6.6% | — | 26.5% | 15.6% | +13.9% | — | $64.0B+4.9% |
| 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 | Jun 30, 2026 | $5.8B | -0.9% | 15.3% | — | 3.1% | -42.6% | 108 | $122M-41.3% |
| Median of 11 with a current year | -1.7% | 14.1% | -3.3% | 4.9% |
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- Oct 9Comments close · Noticeo-Dichlorobenzene and p-Dichlorobenzene; Draft Risk Evaluations Under the Toxic Substances Control Act (TSCA); Notice of Availability and Request for Comment
- Oct 19Comments close · NoticeEthylene Dibromide Draft Risk Evaluation Under the Toxic Substances Control Act (TSCA); Notice of Availability and Request for Comment
- Oct 26Comments close · Noticetrans-1,2-Dichloroethylene Draft Risk Evaluation Under the Toxic Substances Control Act (TSCA); Notice of Availability and Request for Comment
- Oct 26Takes effect · RuleSignificant New Use Rules on Certain Chemical Substances (24-5.5e)
- Nov 3Comments close · Notice1,2-Dichloropropane Draft Risk Evaluation Under the Toxic Substances Control Act (TSCA); Notice of Availability and Request for Comment
Where US supply comes from
US imports, Jul 2026 · UN Comtrade- HS 2902Cyclic hydrocarbons · $172M · +119.2% on a year earlierTaiwan 29% · Canada 17% · South Korea 17%
- HS 3901Polyethylene · $434M · +38.7% on a year earlierCanada 80% · South Korea 4% · Germany 4%
- HS 2905Alcohols and glycols · $157M · +6.3% on a year earlierCanada 20% · Germany 19% · Netherlands 7%
ARCANE reporting
Published investigations that land on this page
The numbers disagree
Hengli obeys U.S. sanctions even as Beijing orders firms to defy them
China’s Hengli Petrochemical stopped sanctioned crude purchases despite government opposition, showing U.S. penalties can override official defiance inside major Chinese companies.
Energy · Aug 21, 2026