Industry Reports

TiO2 Conference- Equity Disconnect vs Industry Sentiment

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Lomon Adjusts TiO2 Production Outlook

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Conference a Home-Run(!) Though Sentiment Cautious

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Charlie’s Updated Views on PE and PVC

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Chloralkali Update- Still Cautious on Caustic

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1Q19 Preview- A Parade of Misses

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Houston- A Yeehaw to Signs of Abating Destock

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Chemicals- Charlie’s Pom-Poms are Still in the Closet

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TiO2- Strength in Ores (& Zr) Poised to Continue

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