For research access and to learn how you can work with Alembic Global Advisors please email Stephen Matthews, stephen.matthews@alembicglobal.com.
Key Points We would expect crude oil and chemical pricing to increase meaningfully as a result of any conflict escalation and/or potential sanction tightening Ethylene, polyethylene, and methanol pricing could see material...
Key Points Earnings revisions may have troughed with OLN shares in deep value terrain The transfer of acetyl market best practices to the chlor-alkali chain not being fully appreciated by the market,...
Key Points U.S. natural gas and NGL oversupply should persist limiting ethane price upside despite higher ethane exports Normalization of frac spread would erode ethylene margins by 2.2c/lb., at most We rate our...
Key Points Production and onstream time continuing to show major progress Over 30 active trials underway. Successful commercialization news imminent, in our view We rate PCT shares Overweight with a USD18 per share...
Key Points We’re updating our forecast for NOC for the first time post 1Q as we lower our bottom-line outlook post the 1Q B-21 charge, and we maintain our Neutral rating....