US Chemicals – What would make us change our cycle view?

US Chemicals – What would make us change our cycle view?

• A capacity addition vacuum from 2012-2017 drives our bullishness on the cycle
• Disjointed crude oil-natural gas pricing to persist boosting US margins in a peak
• We rate ethylene exposed names – DOW, LYB and WLK - Overweightfull article available after login
  
  

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