IHS Chemical Week

Archives :: World News and Views :: Viewpoint

Displaying 21 - 40 of 291 stories.
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....
December 19, 2014
A sharp drop in crude prices continues to bring some year-end anxiety in what has been a very strong year for US chemical makers....
December 12, 2014
Next year should finally mark when US chemical output shakes off a slow and volatile global economic environment and settles on a growth trajectory higher than US and global GDPs through the end of the decade (p. 7)....
December 5, 2014
Planning for the year ahead will be more difficult unless crude oil prices soon find a floor....
November 21, 2014
Our exclusive ranking of engineering and construction (E&C) companies by CW’s Natasha Alperowicz, now in its fourth year, tracks the sector’s 2013 fortunes (p. 21)....
November 14, 2014
Our cover story this week, by Natasha Alperowicz, profiles the Mideast as producers in the region rethink strategies and diversify amid a regional shortage of gas ( p. 19). After a massive 35-year buildup, Mideast producers are preparing for the next phase of development....
October 31, 2014
Producers continue to post solid earnings reports with no indications that crude-fueled destocking will create year-end surprises (p. 6)....
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