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Displaying 21 - 40 of 257 stories.
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
December 13, 2013
While US chemical makers are now back in the game thanks to the cost advantage enabled by low-cost shale feedstocks, liftoff may still take a while (p. 9)....
http://www.chemweek.com/sections/viewpoint/US-liftoff-still-counting-down_57369.html
December 6, 2013
Our annual ranking of engineering and construction (E&C) firms is a groundbreaking survey tracking the 2012 fortunes of the E&C sector (p. 17). CW’s analysis confirms...
http://www.chemweek.com/sections/viewpoint/CWs-E-and-C-ranking_57158.html
November 22, 2013
The confirmation of interest in US crackers by Hanwha Chemical (p. 4) and Odebrecht (p. 7) this month brings the number of announced crackers in the United States to nine....
http://www.chemweek.com/sections/viewpoint/US-petchem-renaissance_56907.html
November 8, 2013
Mideast producers have enjoyed a massive cost advantage in petrochemicals since the region started to build out capacity in the early 1980s....
http://www.chemweek.com/sections/viewpoint/Mideast-steps-off-gas_56562.html
October 25, 2013
Chemical makers continue eke out earnings gains despite sluggish demand (p. 7). Improvement continues to rely heavily on self-help measures to improve costs and efficiencies in the...
http://www.chemweek.com/sections/viewpoint/Help-wanted_56192.html
October 11, 2013
This week's cover story, by Deepti Ramesh, assesses current conditions in pharmaceutical ingredients market as the sector prepares for CPhI at Frankfurt on 22–24 October....
http://www.chemweek.com/sections/viewpoint/Pharma-ingredients_55869.html
October 4, 2013
The public statements were nice and friendly, but what Air Products and Pershing Square, the former’s largest shareholder, with a 9.8% stake, actually have agreed to is a one-year truce (p. 7)....
http://www.chemweek.com/sections/viewpoint/Some-breathing-room_55649.html
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