IHS Chemical Week

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Displaying 1 - 20 of 244 stories.
July 18, 2014
Albemarle’s $6.2-billion offer for Rockwood underscores the cost of building or maintaining a high-margin growth franchise in specialty chemicals (p. 7). Albemarle says the price represents an 11.3-times multiple of Rockwood’s pro forma 2014 enterprise value to Ebitda, adjusted to include expected cost savings of $100 million. J.P.Morgan estimates that, exclusive of synergies, Albemarle is paying a rich 15.5-times multiple of 2015 enterprise value-to-Ebitda for Rockwood....
http://www.chemweek.com/sections/viewpoint/The-price-for-growth_62577.html
July 7, 2014
Our cover story this week looks at ACC’s Responsible Care program, which celebrates its 26th anniversary this year ( p. 19). Recent updates have focused on product safety and process safety as industry extends its outreach across the supply chain to counteract questions and challenges that today come more frequently from retailers, brand owners, and nongovernmental organizations (NGOs) than from regulators....
http://www.chemweek.com/sections/viewpoint/Extending-Care_62273.html
June 27, 2014
Air Products welcomes chairman and CEO Seifi Ghasemi this week in a management change spurred by activist hedge fund Pershing Square, its largest shareholder (p. 7)....
http://www.chemweek.com/sections/viewpoint/Next-for-Air-Products_62113.html
June 18, 2014
H.C. Starck Group says that Ludger Heuberg, group CFO and executive board member, will leave the company at the beginning of July to "pursue new business opportunities." The...
http://www.chemweek.com/sections/viewpoint/H-C-Starck-Groups-CFO-Heuberg-to-leave-the-company_61907.html
June 13, 2014
Our cover story this week assesses engineering and construction (E&C) as the sector surges amid orders in oil and gas, petrochemicals, and fertilizers, particularly in North America (p. 23)....
http://www.chemweek.com/sections/viewpoint/E-and-C-markets-heat-up_61789.html
May 30, 2014
Our cover story this week reflects on the origins of modern industrial R&D, which can be traced back to the German chemical industry in the 19th century (p. 21)....
http://www.chemweek.com/sections/viewpoint/Das-Root-of-innovation_61434.html
May 23, 2014
Our cover story this week focuses on plastics, including a look at how renewed US cost competitiveness and China’s use of coal-to-olefin technology will reshape the polyolefins market over the next few years (p. 25)....
http://www.chemweek.com/sections/viewpoint/Plastics-trade-shifts_61280.html
May 9, 2014
Activist hedge fund Third Point, run by Dan Loeb, has called on Dow Chemical to provide greater detail on its petrochemical operations, arguing in a first-quarter letter issued to Third Point shareholders in early May that the segment is “underearning” by at least $2.5 billion/year (p. 13)....
http://www.chemweek.com/sections/viewpoint/Dow-versus-Third-Point_60954.html
April 25, 2014
Our cover story this week focuses on Japan (p. 19). The sharp yen depreciation and aggressive fiscal stimulus have helped stabilize Japan’s economy, but producers still need to target specialties and higher-performance materials for which value and competitive position have not set by energy or feedstock costs....
http://www.chemweek.com/sections/viewpoint/Japan-realigns-Asia-builds_60588.html
April 17, 2014
The first batch of US first-quarter earnings reports has been solid, since industrial production continues to accelerate despite weaker growth in emerging markets and weather-related impacts in the United States (p. 9). Some of the more encouraging signs are now coming from Europe....
http://www.chemweek.com/sections/viewpoint/Europe-picks-up-slack_60423.html
April 4, 2014
While it seems reckless to regard multi-billion projects to add commodity chemical capacity in mature US markets as low-risk, can’t-lose investments, it is difficult to identify potential developments that can disrupt the US cost-advantage thanks to shale gas. As ExxonMobil Chemical president Stephen Pryor said in a keynote address (p. 11) at IHS Chemical’s recent World Petrochemical Conference (WPC), “[W]hat we are seeing is a recapitalization of the US chemical industry.”...
http://www.chemweek.com/sections/viewpoint/A-new-US-golden-age_60099.html
March 21, 2014
Our cover feature this week, across four parts, focuses on petrochemicals as the sector prepares its big US gatherings: AFPM’s International Petrochemical Conference at San Antonio, TX, on 30 MarchApril 1 and the IHS Chemical’s World Petrochemical Conference at Houston on 25-27 March....
http://www.chemweek.com/sections/viewpoint/Petrochemical-assessment_59747.html
March 14, 2014
Sunil Kumar, former CEO of International Specialty Products, offered a convincing case for the durability of the US resurgence in manufacturing in his moving speech while accepting the SCI American Section’s 2014 Chemical Industry Medal at New York last week....
http://www.chemweek.com/sections/viewpoint/Making-it-in-America_59583.html
February 28, 2014
Asahi Kasei’s plans to close several petrochemical production plants in Japan and, along with Mitsubishi Chemical, move ahead with previously announced plans to consolidate naphtha cracker operations at Mizushima (p. 7) signals Japanese producers’ greater willingness to take more aggressive steps to address oversupply....
http://www.chemweek.com/sections/viewpoint/Japan-restructuring_59212.html
February 21, 2014
Chemical makers must feel that they are being picked on. Last week brought yet another activist investor campaign as FrontFour Capital said that it intends to nominate four directors at Sensient (p. 4)....
http://www.chemweek.com/sections/viewpoint/When-hedge-funds-attack_58998.html
February 7, 2014
Fourth-quarter earnings and revenues were generally higher, and CEO comments to investors indicate that conditions are improving but still slow (p. 7, 10)....
http://www.chemweek.com/sections/viewpoint/Outlook-steadies-but-slow_58662.html
January 24, 2014
The public call by hedge fund Third Point, led by investor Daniel Loeb, for Dow Chemical to consider a separation of its petrochemical business puts increased scrutiny on the company's strategy (p. 6)....
http://www.chemweek.com/sections/viewpoint/Dows-dilemma_58281.html
January 17, 2014
Soap and cleaning products makers and, by extension, industry suppliers face headwinds in 2014, notably moderating economic growth in higher-growth emerging economies and cautious consumer behavior in mature markets, including expanded share and offerings for mid-tier brands (p. 17)....
http://www.chemweek.com/sections/viewpoint/Soapers-search-for-shine_58052.html
January 10, 2014
Global economic and chemical output growth are still short of robust but should continue to improve in 2014. Growth for chemicals globally will rise to 3.8% in 2014, up from 2.4% in 2013, according to ACC estimates....
http://www.chemweek.com/sections/viewpoint/Looking-up-in-2014_57864.html
December 20, 2013
0ur cover story this week features PPG Industries, which is set to soon pass a key milestone in its portfolio transformation as coatings revenues exceed 90% of sales (p. 17)....
http://www.chemweek.com/sections/viewpoint/Consolidating-coatings_57592.html
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