Specialty Chemicals, Agribusiness Producers and Equipment Report

Topics Covered: Rising Raw Materials Costs, European Vs. Asian Market Exposure, Global Supply-Demand Balance, Outlook For Ethanol Market, Global Ag Export Trends, China As Net Ag Importer, Equipment Value Chain

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Companies Covered: OM Group (OMG), A. Schulman (SHLM), ADA-ES; Inc. (ADES), ADM (ADM), AGCO (AGCO), Agrium (AGU), Air Products (APD), Airbus (EAD.PA), Airgas (ARG), Akzo (AKZA.AS), Albemarle (ALB), Alcoa (AA), America Latina Logistica (ALLL11f), Art's Way (ARTW), Ashland (ASH), Astec (ASTE), BHP (BHP), BP (BP), Boeing (BA), Bucyrus (BUCY), Bunge (BG), CF Industries (CF), CNH (CNH), CVS (CVS), Cadbury (CDSCY), Calgon Carbon (CCC), Campbell Soup (CPB), Caterpillar (CAT), Celanese (CE), Chemtura (CEM), Chiquita (CQB), Coke (KO), Columbus McKinnon (CMCO), Corn Products (CPO), Cytec (CYT), Danone (BN.PA), Dole (DOLE), Doosan (042670), Dow (DOW), DuPont (DD), Ecolab (ECL), Entegris (ENTG), FDP (FDP), FMC (FMC), Ferro (FOE), Fiat (F.MI), Goldman Sachs (GS), Goodyear Tire (GT), Green Plains Renewable Energy (GPRE), H&E Equipment Services (HEES), H.B. Fuller (FUL), Heinz (HNZ), Hexcel (HXL), Hormel (HRL), Intrepid (IPI), Israel Chemicals (ICL.TA), JPMorgan (JPM), John Deere (DE), Komatsu (KMTUY), Koppers (KOP), Kraft (KFT), Kroger (KR), Lubrizol (LZ), Manitowoc (MTW), Martin Marietta (MLM), Metabolix (MBLX), Monsanto (MON), Morgan Stanley (MS), Mosaic (MOS), Nalco (NLC), Newell Rubbermaid (NWL), Newpark Resources (NR), Olin Corporation (OLN), PPG (PPG), Pepsi (PEP), Petrobras (PBR), PolyOne (POL), Potash Corp. (POT), Praxair (PX), Quaker Chemical (KWR), RSC Holdings (RRR), Ritchie Bros. (RBA), Rockwood (ROC), Safeway (SWY), Sherwin-Williams (SHW), Sigma-Aldrich (SIAL), Smithfield (SFD), Smucker's (SJM), Spartech (SEH), TETRA Technologies (TTI), Target (TGT), Tate & Lyle (TATE), Terex (TEX), The Andersons (ANDE), Titan (TWI), Tyson (TSN), United Rentals (URI), Uralkali (URKA.RU), Vale (VALE), Valspar (VAL), Vulcan Materials (VMC), WD-40 (WDFC), Walgreen (WAG), Weg (WEGE3), Yongye (YONG)