Weekly Thematic

The 3rd Second Derivative
March 12, 2020
Companies Mentioned:
Oxychem, Tupperware, Newell Brands, ExxonMobil, McKinsey, IHSMarkit, Verisk, Henkel
Commodities Mentioned:
Subjects Covered:
Oil, Price Deflation, Inventory, Working Capital, Banking/M&A, Energy Trading, Consulting/Data Providers, Household Products

The 3rd Second Derivative

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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