Natural Resources >> Analyst Interviews >> September 15, 2003

Commodity Chemicals: John Roberts – Buckingham Research Group Inc

JOHN ROBERTS is a Senior Vice President at The Buckingham Research Group, Inc., responsible for the chemical and materials markets. Mr. Roberts held a similar position at Merrill Lynch for 11 years, and at Kidder, Peabody for two years before that. Relevant earlier experience includes five years at Booz, Allen as a strategy consultant to chemical companies, and five years as a chemical process design engineer. Mr. Roberts holds Master's degrees in Management from the MIT Sloan School, and in Chemical Engineering from Tufts University. He is married with two school-age boys who keep him active in skiing, golf and tennis, and he also serves on the editorial board of Chemical Management Review magazine and the board of directors for the US Section of the Societe de Chemie Industrielle. Profile
TWST: John, what's gone on with these stocks so far this year?

Mr. Roberts: I think we should first define commodity chemicals.

Commodity chemicals are generally undifferentiated products sold