Industry Notes Research Archives
2012
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