Some requests for L2 data.
In general it looks normal. No crazy bids and normal (0.242/0.249) asks. I think once the traders arrive we should see some upbeat action today.
While the news is good, it's not a JV or 5-year contract with LG or solar cell plant for First Solar. Still a bit too esoteric for most.
Anyone remember the Kaust slideshow from about 2 years back? Logo's on a slide from Sabic, UMass-Lowell, and others. Wasn't Bayer there too? (They've been on my short list of nice-to-have partners for a long time.) If polycarbonate film is our substrate film material, they would be a good friend for that, too!
