Industry Notes
Global Chemicals – Implications of Middle Eastern cost escalation, feedstock shortages and declining exports
08/16/10 -
Global Chemicals – Implications of Middle Eastern cost
escalation, feedstock shortages and declining exports
· Dramatic cost escalation being witnessed amongst most Middle Eastern producers
· Iranian trade sanctions may virtually shut down petrochemical exports
· Legacy ethane contracted ME producers and US ethane based producers best placed
07/26/10 Industry Note
Secular shifts from shale
07/19/10 Industry Note
Expecting broad based earnings strength in Q2'10
07/12/10 Global Chemicals
Global Chemicals - Bullish on ethane based economics
06/28/10 Industry Note
US Chemicals: Currency headwinds ahead?
06/21/10 Industry Note
Global Chemicals - Cyclical and secular growth from autos
05/25/10 Middle Eastern Chemicals Industry Note
Sifing through the rubble and finding opportunities
05/18/10 Industry Note Industry Note
Global Chemicals - The China Effect
05/10/10 US Chemicals Industry Note
Could the capacity addition wave be a whimper
04/26/10 Industry Note
Middle Eastern Chemicals
04/19/10 Industry Note Industry Note
Expecting broad based earnings strength in Q1
03/03/10 Global Chemicals Industry Note
Chemical Sector M&A
02/24/10 Middle Eastern Chemicals Industry Note
Mixed feed, mixed economics, mixed sentiment
02/16/10 Industry Note Industry Note
To LNG or not to LNG
12/16/09 Industry Initiation
Global Chemicals – The time is now!