Expert's Opinion


  • Market Trends & Forecast
    IHS Markit Research Update—Chemical Company Analysis:  Dow and DuPont Merger

    IHS Markit Research Update—Chemical Company Analysis: Dow and DuPont Merger

    As Dow & DuPont continue merger integration, activist investors drive company to seek outside counsel on proposed spin-offs.
    Dave Witte, Senior Vice President, Oil Markets, Midstream and Downstream and Rob Westervelt, Director, IHS Markit 08.10.17

  • Analyst is Cautiously Optimistic in 2Q17 Chemicals Sector Earnings Preview

    Analyst is Cautiously Optimistic in 2Q17 Chemicals Sector Earnings Preview

    Chemicals Earnings Preview: Outlook Constructive on Balance • 2Q17 earnings should set up well for chemicals. On the heels of a quiet “warnings” period, we enter earnings season cautiously optimistic regarding the trajectory of f…
    Kevin McCarthy, Chemicals Analysis, Vertical Research Partners 08.07.17

  • Axalta Coating Systems Ltd.: M&A Opportunity Set Expands

    Axalta Coating Systems Ltd.: M&A Opportunity Set Expands

    • AXTA attended Vertical Research Partners’ 2017 Basic Materials Conference. We hosted a fireside chat with CFO Robert Bryant on 14 June. Against the backdrop of a rapidly consolidating global coatings industry, perhaps the most interestin…
    Kevin McCarthy, Chemicals Analyst, Vertical Research Partners 08.01.17

  • Air Products and Chemicals:  Eyes on International Assets to be Divested

    Air Products and Chemicals: Eyes on International Assets to be Divested

    • APD attended Vertical Research Partners’ 2017 Basic Materials Conference. We hosted a fireside chat with CFO Scott Crocco and VP of Investor Relations Simon Moore on 14 June. Topic number one for APD shares remains deployment of excess c…
    Kevin McCarthy, Chemicals Analyst, Vertical Research Partners 07.24.17

  • The New Sherwin-Williams Company

    The New Sherwin-Williams Company

    • Completion of the Valspar deal marks a major milestone for Sherwin.  After a 14-month long regulatory and review process, Sherwin completed the acquisition of Valspar on 1 June 2017 making Sherwin the largest coatings company in the world…
    Kevin McCarthy, Chemical Analyst, Vertical Research Partners 07.17.17

  • Ethylene Cycle Update; Wave Two of Supply is Building

    Ethylene Cycle Update; Wave Two of Supply is Building

    • US natural gas-linked investment is alive and well. In early 2013 we authored a comprehensive research note entitled “The $100 billion wave”, wherein we made the case for a substantial acceleration of capital investment in the petr…
    Kevin McCarthy, Chemical Analyst, Vertical Research Partners 07.05.17

  • Brexit Debate at 2017 BCF Annual Conference Demonstrates Unity in Supply Chain

    Brexit Debate at 2017 BCF Annual Conference Demonstrates Unity in Supply Chain

    The British Coatings Federation (BCF) held their 2017 Annual Conference in Manchester in May and the program included a lively Brexit panel chaired by the BCF’s CEO Tom Bowtell, with Steve Elliott, chief executive of Chemical Industries Associa…
    06.12.17

  • NDT inspections for the Industrial Coatings Industry

    NDT inspections for the Industrial Coatings Industry

    Tests to measure whether a system, part or process is performing as intended vary across industries. For example, hardness, ductility and tensile strength are key metrics for components that make up construction and infrastructure assets. Testing tho…
    Michael Harkin , a NACE and SSPC coating inspector and President of FeO 04.25.17

  • What to Expect from a Coating Inspector

    What to Expect from a Coating Inspector

    A critical part in any corrosion control program is regular inspection of industrial coatings by certified third-party inspectors. This article explains why coating inspections are necessary, what they entail and why it’s important for asset ow…
    Michael Harkin , President, FeO 04.19.17

  • Price Increases

    China’s Coatings Industry is on the Brink of Extensive Price Hikes

    China’s coating industry has witnessed several price increases recently after manufacturers have suffered under high pressure for a long time. The price increases reflect increasing costs in this industry and are very likely to continue in th…
    04.03.17

  • Additives | Pigments

    Another Wave of Global TiO2 Price Rises Supports Positive Development

    According to market intelligence firm CCM, the price of TiO2 in China and overseas are witnessing another surge. The big players in the global titanium dioxide market (TiO2) have risen the prices again at the end of February. This trend supports the…
    03.14.17

  • Small Manufacturing Companies: Surviving the Competition

    Today, manufacturers face high competition, driven by the needs of the ever-more demanding customer. Consumers want their products to be smart, to be connected and to be personalized, and manufacturers are scrambling to work as efficiently as possibl…
    03.07.17

  • CNT-Modified CFRPs Offer the Possibility of Sensing Structures to the Aerospace Industry

    Researchers at the University of Surrey’s Advanced Technology Institute (ATI), the University of Bristol’s Advanced Composite Centre for Innovation and Science (ACCIS), and aerospace company Bombardier teamed up t…
    Jerrold Wang, Analyst, Lux Research 02.27.17

  • Sanctions Relief Strengthens Outlook for Iranian Petrochemical Producer NPC Iran

    Sanctions Relief Strengthens Outlook for Iranian Petrochemical Producer NPC Iran

    NPC Iran, the large, state-owned petrochemical conglomerate of Iran, is positioned for strong market growth and expanded exports, thanks, in part, to easing sanctions and an abundant supply of flexible feedstocks, says new analysis from IHS Markit (N…
    02.07.17

  • Positioning Your Company for a Trump Administration: 5 Steps Manufacturing Leaders Should Take Now

    If President Donald Trump is able to renegotiate trade deals to be more U.S. friendly during his first 100 days in office, it is both good and bad news for American manufacturing. On the one hand, corporate income tax will probably be reduced to 15 p…
    Steven L. Blue 02.03.17

  • Coatings Industry Welcomes Long-awaited Industrial Strategy Amidst Brexit Uncertainty

    The Government recently announced its plan for implementing the long-awaited modern Industrial Strategy, which has been welcomed across the coatings industry, particularly given the cloud of uncertainty still surrounding Brexit. The strategic pillars…
    01.27.17

  • Venture Funding for Air Quality Tech Lags Need, at just $71 Million in the Last Three Years

    Venture Funding for Air Quality Tech Lags Need, at just $71 Million in the Last Three Years

    Air monitoring start-ups account for 85% of funding for indoor air quality management with backing for new air purification t
    01.05.17

  • Masking Tips to Reduce Your Rejection Rate

    What if I told you I could help save you time, money and your sanity? Well, I can. Do you experience overspray, leakage or coatings that look just plain bad? Those are common issues that happen when you’re not using the right masking materials.…
    Cole Cooper, Marketing Content Writer Echo Engineering and Production Supplies, Inc. 01.03.17

  • The Aerogel Market Has Finally Come of Age

    The Aerogel Market Has Finally Come of Age

    IDTechEx research analysis has shown that this industry, which is almost a century in the making, is finally coming of age. Major players are finding more nascent applications and new entries are progressing out of semi-commercial prototypes and into…
    Dr. Richard Collins, Technology Analyst, IDTechEx 12.13.16

  • Kline: North American Synthetic Latex Polymers Market is Forecast to Grow by 1.5% through 2020

    North America is the largest synthetic latex polymers consuming market globally, accounting for nearly 30% of the total market share in 2015. Acrylic emulsions, most of which are produced locally, are the most consumed polymers in the region, accordi…
    09.29.16