IHS Chemical Week

Archives :: World News and Views :: Viewpoint

Displaying 1 - 20 of 277 stories.
August 28, 2015
Our cover story by Deepti Ramesh features a timely assessment of prospects in China (p. 23). Concern about a slowdown there coupled with dropping energy prices is roiling global capital, resource, and commodity markets (p. 7)....
August 14, 2015
After a strong performance for the past few years, Canada’s chemical industry is slowing in 2015 as oil, gas and commodities slump (p. 23)....
July 31, 2015
Basics and diversified chemical makers in the United States remain the market’s steadiest performers. Second-quarter financial results show US commodity and diversified chemical producers benefiting from a recovering domestic market and lower feedstocks costs despite challenges from a stronger US dollar (p. 9)....
July 17, 2015
From the outhouse to the penthouse—chemical stocks, especially in the United States, have been flying high along with the broader market (p. 23) after a long period of relative underperformance in the late 1990s and early 2000s....
July 6, 2015
Our cover story this week profiles ACC’s Responsible Care program, industry’s signature environmental, health, safety and security initiative....
June 26, 2015
Our cover story this week, from Rebecca Coons, profiles the outlook for electronics chemicals on the 50th anniversary of Moore’s Law ( p. 21)....
June 15, 2015
Despite weaker-than-expected GDP in first-half 2015, US chemicals volumes are expected to rise a solid 3.2% year-on-year (YOY) in 2015, according to ACC’s mid-year economic outlook report, released at the ACC annual meeting held in Colorado Springs, CO earlier this month....
May 29, 2015
Chemical industry M&A activity remains decent but below peak levels despite the continuing climb in industry demand and profitability. Chemicals’ M&A equity value is on pace to total $60 billion for 2015, an increase of more than 20% from 2014, according to data from Young & Partners (Y&P; New York) (p. 11). The figures are healthy but tracking below the 2011 record level of $80 billion....
May 8, 2015
Trian’s bid to gain representation on DuPont’s board heads to a conclusion at the company’s annual meeting in Wilmington, DE, on 13 May (p. 7). DuPont seems to have lost some momentum in recent weeks as three proxy advisory firms, which guide decisions by pension funds and some other institutional investors, have endorsed Trian founder and CEO Nelson Peltz’s bid for a seat at DuPont....
April 24, 2015
First-quarter performance for US chemical makers has been okay so far despite nasty currency impacts (pp. 7, 9). A strong dollar weighed down revenues, but most segments, with agriculture as a notable exception, posted solid results....
April 17, 2015
Japan’s chemical industry had a solid 2014 despite the anemic conditions in the broader Japanese economy. A weaker yen and cheaper crude, which has improved the relative competitiveness of Japan’s high-cost naphtha-based production, are the reasons for the improved performance (p. 21)....
April 6, 2015
Former LyondellBasell CEO James Gallogly told attendees at AFPM’s International Petrochemical Conference that he maintains a print of Texas artist G. Harvey’s “When Cowboys Don’t Change” as a reminder of how quickly circumstances and fortunes can reverse. The painting shows a group of cowboys riding alongside oil derricks and early automobiles at the dawn of the dawn of the car—and oil—ages....
March 20, 2015
Global petrochemical makers are still sorting through a correction in energy markets. As CW’s cover story shows, North America’s natural gas and natural gas liquids (NGLs) remain strongly advantaged, but with oil prices at half their previous level, the returns expected for some projects may not be as compelling or reliable as they once were (p. 19)....
March 13, 2015
Former ExxonMobil Chemical president Stephen Pryor noted that chemicals and energy continue to converge, with chemicals set to play an ever larger role, as he accepted the Chemical Industry Medal of the Society of Chemical Industry’s American section last week in New York....
February 27, 2015
Producers are positive about the outlook for the global paints and coatings market, as our cover story this week shows (p. 21)....
February 20, 2015
For better or worse, activists are likely to be a recurring theme in industry. Even with recent high-profile spats involving blue chips names, such as Air Products, Dow Chemical, and DuPont, activist activity is likely to expand to more companies. Activists are raising funds at an aggressive pace, and high-profile campaigns against chemical makers may draw others to the sector....
February 6, 2015
US chemical makers continue to report positive results for the fourth quarter with solid US demand and advantaged feedstocks offsetting muted volume growth and weaker pricing (p. 7)....
January 23, 2015
The 2015 outlook should become clearer over the next two weeks as the majority of US chemical makers report fourth-quarter earnings and outline expectations for the year ahead....
January 16, 2015
The decline in crude has been swift, but producers say demand should shrug off the impact of lower crude....
January 9, 2015
Chemical demand is expected to strengthen in 2015, with growth anticipated to exceed 3.0% in both the United States and the overall global market....
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