Stifel analyst Vincent Anderson speculates that the Philadelphia Energy Solutions refinery, which reported an explosion this morning, is "highly likely" to be the supplier of cumene to AdvanSix' phenol/acetone plant in Frankford. The analyst notes that as of 2pm ET, the fire has not yet been extinguished, and if it persists, the refinery's cumene output may be disrupted. Anderson warns that as a result, AdvanSix may incur higher cost to source cumene from the Gulf Coast or curtail its production. The analyst still has a Buy rating and $44 price target on the stock.