06.18.07: Specialty & Commodity Chemicals Report
2 analysts and top management from 7 firms examine the Specialty & Commodity Chemicals sector in this 40 page report from The Wall Street Transcript.

  1. Outlook for Specialty Chemicals: Dmitry Silversteyn, Longbow Research

  2. Diversified & Commodity Chemicals: Hassan Ahmed, HSBC Securities (USA)

  3. CEO Interviews (average 2,500 words): Top management from 7 sector firms examine the outlook for their firm and sector. Firms interviewed include: Albemarle Corporation, American Soil Technologies, Huntsman Corporation, Hydromer, Landec Corporation, NoFire Technologies and Sutron Corporation.

    Topics covered: Raw material pressures - Semiconductor market - Utilization rates - Price concessions - Limiting capacity additions - Slowing housing market - Demand and the global GDP picture - Global ethylene market

    Companies covered: FMC (FMC), BASF (BF), Akzo Nobel (AKZOY), Rockwood Holdings (ROC), Rohm and Haas (ROH), Ecolab (ECL), Cambrex (CBM), Cabot Microelectronics (CCMP), OM Group (OMG), Pall Corporation (PLL), Dow Chemical (DOW), NOVA Chemicals (NCX), Georgia Gulf (GGC), Lyondell (LYO), Celanese (CE), BP (BP) and Huntsman (HUN).
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