Alembic Global Advisors

 

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

    Login Now to read and download the entire article



    register for new account



    Forgot Password

      



    Not Registered with us yet? It’s quick, easy, and provides you with access to our research. Register for new account.

Copyright 2009 - 2014 Alembic Global Advisors.
All rights reserved | Sitemap
built by learnerdesign.com

Alembic Global Advisors is an
Institutional Investor Research Boutique.
Not Intended for Retail Investors
Brokerage services offered through JonesTrading Institutional Services

Alembic Global Advisors
780 Third Avenue, 3rd floor
New York, NY 10017