Monthly Thematic Piece

The Second Derivative – Other Sector Read Through
February 26, 2020
Products Mentioned:
Too many to list
Companies Mentioned:
CAT, DE, Komatsu, Dow, Cheniere, Exxon, Chevron, Sempra, Next Decade, BP, Shell, OXY, McDermott, Fluor, Worley, AECOM, KBR, Stanley, Sherwin Williams, PPG, HB Fuller, 3M
Subjects Covered:
Retail, Manufacturing, Drug ingredients, Infrastructure, Building Materials, Steel, Aluminum, Capital Goods, Insurance, Shipping, Coatings/Adhesives, LNG, Carbon, E&C, Tools

Every week we scan the reporting, news flow, fundamentals and profitability of the chemical industry and publish our findings every day. This report is primarily designed for our institutional investor clients and looks for “read-through” for other industries from what we have uncovered. The goal is to publish once a week and only on issues that are relevant.



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