Coverage

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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HUN: “Show Me”

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OLN Pre-call: Improvements in 2Q, though 3Q Outlook Falls Short

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FMC: “Clarity on Path Forward”

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PPG: Nearly All Businesses Posting Growth

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