05/13/13      Industry Note
US Chemicals: Ethane oversupply despite including exports

05/06/13      Industry Note
US Chemicals: Naphtha not a US ethylene party spoiler

04/22/13      Industry Note
US Chemicals: Some valuation perspective

04/15/13      Industry Note
Global Chemicals: Gas monetization - Ethylene, GTL or LNG?

03/11/13      Industry Note
Global Chemicals – Further consolidation in TiO2 land?

02/25/13      Industry Note
Alembic Global Advisors - TiO2 may be troughing out; recovery ahead?

02/19/13      Industry Note
Global Chemicals – Cost curves still misunderstood

01/14/13       Industry Initiation
US Chemicals: NGL depression could linger

12/31/12      Industry Note
US Chemicals: Identifying the winners for 2013

10/15/12      Industry Note
US Chemicals – Not all doom and gloom in Q3’12

10/08/12      Industry Note
MENA Chemicals: Expecting q-o-q earnings growth in Q3'12

09/10/12      Industry Note
Global Chemicals – The capital cost conundrum

07/16/12      Industry Note
US Chemicals – Not all doom and gloom in Q2’12

06/18/12      Industry Note
US Chemicals – What would make us change our cycle view?

06/11/12      Company Note
US Chemicals – Sifting through the rubble

06/04/12      Company Note
Global Chemicals – Dissecting the “sell in May” effect

05/14/12      Industry Note
US Chemicals – Déjà vu all over again? Fundamentally not!

05/09/12      Industry Note
Global TiO2 – Ilmenite not a party spoiler

04/23/12      Industry Note
US Chemicals – Propane to limit ethane pricing upside

04/16/12      Industry Note
US Chemicals – Consensus bar low for Q1’12

04/09/12      Industry Note
MENA Chemicals – Consensus overly bullish for Q1’12

04/02/12      Industry Note
US Chemicals – To risk or de-risk?

01/16/12      Industry Note
US Chemicals – Propylene prices bottoming

01/09/12      Industry Note
US Chemicals – Prefer commodities and special sits in 2012

01/04/12      Industry Note
MENA Chemicals – Identifying winners for 2012

12/05/11      Industry Note
Global Chemicals – How special are specialties?

10/24/11      Industry Note
US Chemicals – An ethane pricing bubble?

10/18/11      Industry Note
Global Chemicals – Expecting a decent quarter

09/30/11      Industry Note
US Chemicals – Have we hit a floor yet?

07/18/11      Industry Note
US Chemicals – Currency tailwinds ahead?

07/11/11      Industry Note
Global Chemicals – Expecting another solid quarter

07/05/11      Industry Note
US Chemicals – Bottoming prices, rising shares?

01/10/11      Industry Note
MENA Chemicals - Expecting further outperformance in 2011

01/03/11      Industry Note
Global Chemicals – Ample room to run in 2011 and beyond

12/06/10      Industry Note
US Chemicals – Explaining enhanced ethane economics

11/29/10      Industry Note
US Chemicals - A peek at the peak

08/16/10      Industry Note
Global Chemicals – Implications of Middle Eastern cost escalation, feedstock shortages and declining exports

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!