IHS Chemical Week
VIEWPOINT

Gaucho’s Roundup?

May 23, 2016

Over the past year and half, the Big Six in agricultural chemicals have played musical chairs as pressure to consolidate mounted in response to the weak farm economy....

Evolution of innovation

May 9, 2016 | —Robert Westervelt

Our cover story this week looks at the transformation and impact of chemical industry R&D (p. 19). Investment is increasingly shorter term, and it is moving closer to customers and growth regions. Chemical makers are collaborating more and with a variety of partners to share cost and risk and quicken development...

Margin management

May 2, 2016 | —Robert Westervelt

Chemical makers continue to shrug off economic volatility, deflationary energy and feedstock prices, and currency impacts....

Mergers & agriculture

April 18, 2016 | —Robert Westervelt

Our cover story this week reviews M&A activity with a focus on how chemical makers are navigating the promises and pitfalls of deal-making (p. 23)....

Paint prospects

April 11, 2016 | —Robert Westervelt

Our cover story this week takes a look at how producers are priming growth in paints and coatings. T...

Flat markets, okay profits

March 28, 2016 | —Robert Westervelt

Producers attending industry’s big March petrochemical meetings—AFPM’s International Petrochemical Conference and the IHS Chemical World Petrochemical Conference—noted how the impact of lower crude oil prices have rippled across industry, impacting feedstock pricing and competitiveness, margins, demand, and sentiment....

DowDuPont

March 14, 2016 | —Robert Westervelt

Our cover story this week takes a deep dive into the strategic considerations, financial projections, and background negotiations that brought together Dow Chemical and DuPont (p. 16). Industry’s largest deal will be followed within two years by its most ambitious split....

Shale gale still a force

March 7, 2016 | —Robert Westervelt

Our cover feature this week assesses the state of North America’s shale-enabled cost advantage in an era of sharply lower crude prices as petrochemical makers prepare for two big US gatherings: AFPM’s International Petrochemical Conference at Dallas on 20–22 March and the IHS Chemical’s World Petrochemical Conference at Houston on 15–18 March (p. 21)....

Seeking direction

February 22, 2016 | —Robert Westervelt

Chemical markets remain in neutral in part because of subpar growth in the global economy....

Chemicals prove durable

February 15, 2016 | —Robert Westervelt

Shipments of US chemicals, typically viewed as cyclically exposed, are shaking off economic turmoil in early 2016. Could a durable cost advantage be sheltering US chemical makers while most other materials and commodities markets are being rattled? The latest data show that may be the case....

Fine chemicals

February 1, 2016 | —Robert Westervelt

Our cover story this week focuses on the fine chemical sector as it prepares for Informex in New Orleans from 2–4 February....

Moody’s: Macro trends to hinder parts of US industry

February 1, 2016 | —Vincent Valk

The US chemical industry is expected to feel the impact of slower global growth, low commodity prices, and the strong dollar, according to a report by Moody’s Investors Service (New York), a credit ratings agency. “Meaningful revenue and cash flow...

Limited visibility

January 18, 2016 | —Vincent Valk

Fourth-quarter earnings season is starting up in an uncertain environment. Stock markets globally have opened the year on a jittery note, perhaps reflecting concerns about mixed growth prospects, falling oil prices, slowing growth in China, and recession in...

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