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Chemical Connections

Is your chemical market three-dimensional?

How can an understanding beyond the linear chemical chain bring value to sourcing teams? Back in the time when companies visited clients in person at their offices (i.e. the first week of March), I presented on market trends to a sourcing team that purchases a wide assortment of the raw materials ICIS covers. What made […]

ICIS Chemical Investor: What does the calming of chemical price volatility mean for M&A practitioners?

2019 was a slow year for chemicals M&A deals, although this was largely the result of intense activity in the preceding three years. Furthermore, against a backdrop of chemical price erosion and continued capacity expansions, buyer/seller assessments of earnings and thus earnings multiples differed more than usual. According to White and Case, the total number […]

Amid information madness, it’s the methods that matter

It’s getting harder to know what to believe. That statement doesn’t come as a revelation to many reading this blog, as the constant inundation of information makes distillation into beliefs, assertions and forecasts extremely challenging. Just as you’re trying to wrap your head around a set of data, another comes out that contradicts it or […]

Automobile demand woes taking polypropylene for ride

There are a few time-tested principles you take for granted when dealing with chemical data: Crude oil price movements will be a direct or indirect indicator of chemical price deltas. Upstream price rises, compared with upstream price falls, are more likely to cause downstream prices to change (in other words, suppliers tend to pass on […]

Opportunity lies in recognising the next renaissance

Here’s a blasphemous statement: There really is no “new normal.” The only “new normal” is the “new normal” of calling current conditions the “new normal,” and today’s “new normal” is just replacing conditions that we had been calling the “new normal” since the US shale wave disrupted energy and chemical markets. Normalcy evolves with societal […]

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