Coverage
CE Pre-call: 2Q Upside with Lighter 2H
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DD: 2Q Upsides; 3Q Forecast on the Light Side
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Q: Near Term Tailwinds; Long Term Growth Opportunities
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WLK: HIP Surprises; 3-Pillars Deliver
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OLN: Materially More Optimistic Than the Street
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EMN: Better Price/Cost & Opportunistic H2C=CH2 Sales
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LYB: “Strong but Softening”
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CTVA: June 2019 – October 2026
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