Global Chemicals – How special are specialties?

Global Chemicals – How special are specialties?
· US ethane advantage may lead to superior commodity returns and reduced volatility
· Large valuation disconnect between specialty and commodity may be unwarranted
· In the current environment we favor US commodity producers over specialty

Login Now to read and download the entire article

Not Registered with us yet? It’s quick, easy, and provides you with access to our research. Register for new account.