Monthly Thematic Piece

The Message Is Consistent – On the Durable Side No-One Has A Clue!
May 1, 2020
Products Mentioned:
Polyethylene
Companies Mentioned:
Phillips 66, CPChem, Clorox, P&G, Amazon, Walmart, Eastman, LyondellBasell
Subjects Covered:
Food Packaging, Detergents, Autos, Durables

The 8th Second Derivative: Durables Very Bad – Consumables OK!

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 

The Message Is Consistent – On the Durable Side No-One Has A Clue!

Many of the major chemical companies have reported 1Q earnings this week and offered comments – if not guidance – on 2Q and beyond. Our thoughts:



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