Weekly Thematic

The 2nd Second Derivative
March 5, 2020
Companies Mentioned:
CAT, Komatsu, Volvo, IHS Markit, S&P Global, Refinitiv, Verisk, Reuters, Bloomberg
Commodities Mentioned:
Subjects Covered:
Consulting and Data Providers, Manufacturing, Drug ingredients, Infrastructure, Energy /Oil Sands, Building Materials, Capital Goods, Shipping, Coal. LNG, Carbon, E&C, Consumer Durables

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.

We would appreciate feedback, as we are always looking to improve on what we do.

The COVID-19 Virus.

Again, this week, we cannot ignore this as a starting point.



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