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Posted on August 11th, 2017 by Nigel Davis in Chemicals Industry News and Analysis
The DowDuPont merger and subsequent spin-offs are all about value creation: value for shareholders and value for customers. And, not unsurprisingly, the clamor for more is growing louder, as the short-term gains expected from the series of transactions possible following the merger are scrutinized. Continue reading “Dow and DuPont Approach Merger and Spin-Offs from Positions of Strength” »
Posted on April 6th, 2017 by Nigel Davis in Chemicals Industry News and Analysis
Consultancy McKinsey’s chemicals practice threw some interesting thinking into the pot last week. Its research indicates that chemical sector returns have been flattening over the past few years with performance being negatively impacted by overcapacity and slower demand growth. Continue reading “Industry growth rates, productivity threatened by global trends” »