Alembic Global Advisors

 

US Chemicals - A peek at the peak

Anticipating a high amplitude "stronger for longer" cyclical peak as early as 2013

An evolving capacity addition vacuum, Iranian trade sanctions and Iran and Saudi Arabia moving up the cost curve positive for US commodity chemical producers

LYB, WLK, and DOW, in that order, offer most attractive blend of up-cyucle leverage and caluation support

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