US Chemicals – Prefer commodities and special sits in 2012
US Chemicals – Prefer commodities and special sits in 2012
· Flat to rising prices and lower costs to benefit commodity producers – LYB and WLK
· Special situation names – LYB, MEOH and TROX – to outperform in 2012, we believe
· Highlight LYB, MEOH, TROX and WLK as our preferred names for 2012
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