Coverage

2Q Preview- Sentiment Disconnect but Market

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TiO2 Feedstock Frenzy; Direction is Higher

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ChemQuest Confirms Near-Term Margin Pressures Alleviatng by Year-End

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OLN Chlorine and EPI ‘Linchpins’ Help Ratchet Earnings Higher

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ORGN Deal Closed But Backstop Necessary

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PPG Mixed 2Q Progress; Cleaning Up Estimates for Deals

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AVNT Words Marked; Expecting 2Q Upside

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CE Acetyls-EM Trends Suggest Better 2Q

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BASF- Expecting Upside from an Industry Leader

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