Global Market Analysis
General Thoughts: We discuss takeaways from a few global chemical sector earnings reports, which mostly expect a weak 4Q24 but anticipate improvement in 2025 –
November 1, 2024
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General Thoughts: We discuss takeaways from a few global chemical sector earnings reports, which mostly expect a weak 4Q24 but anticipate improvement in 2025 –
Air Products: Strategic Review Insights Bundle Offer What You Will Receive: Bundle offer: For just $500 USD, you can receive the recent webcast, presentation, and
The activists looking at Air Products are looking at different strategies – we do not believe that the short-term fixes suggested by DE Shaw will
General Thoughts: With Dennis Reilley and Eduardo Menezes at the helm, Air Products could look like an industrial gas company again. We view this development
Topic of the Week: The stock market and the activists would suggest that the Air Products strategy is not sustainable in the “ongoing and sensible”
General Thoughts: We discuss global chemical and associated market 2Q24 reports, with many 2H24 outlooks expecting global demand improvement to help counter their disadvantaged positions
The strategy at Air Products may work, but for now it is deviating from the pathway of a traditional industrial gas model, as it did
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