Air Products & Chemicals Inc. (APD); Dow Chemical Co (DOW): Billionaires Are Piling Into These 5 Basic Industries Stocks

INSIDER MONKEY | February 24, 2016

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Billionaire hedge fund managers stand out for a very clear and obvious reason: they manage huge equity portfolios and have influence other investors don’t due to the sheer size of their investments, and the pressure they can exert over companies they invest in. Since these funds manage such large sums of money, they are drawn towards large-cap stocks. After all, stocks of companies with a small market capitalization only offer billionaires limited investment options, since the purchase of too great a stake exposes the funds’ moves and often drives up the price of that stock, and there simply aren’t enough high quality small-cap stocks to be able to invest billions of dollars into.

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Blue Line Chemicals-Oman

Based in Oman, BlueLine Chemicals is the regional leader in specialty chemicals. BlueLine Chemicals serves the global oil and gas, marine, and industrial markets through a broad range of technologies, specialty products and technical support for customers in a diverse range of applications and industries.

OTHER ARTICLES

The supply-chain inflation threat to petrochemicals demand

Article | May 9, 2021

Petrochemicals themselves remain in short supply. This is partly because of reduced feedstock from refineries, a consequence of the pandemic-related collapse in transportation fuels demand.Global petrochemical supply is still edging back to something like normal following the US winter storms in February, during which most US capacity was shut down. A point of discussion is whether containers will become available in the right places at the right prices to relieve tightness in the European polyethylene (PE) market, once US supply has normalised. The container issue is making it difficult to move PE and polypropylene (PP) cargoes from Asia to Europe.Market intelligence from the US-based ICIS CDI team indicates that enough container freight space will be available to resume significant shipments of US PE to Europe, albeit at high prices. It will be several more weeks before domestic pipelines have been refilled, enabling US producers to refocus on exports, added CDI.

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Boom in petrochemicals demand guaranteed but we must grow sustainably

Article | June 3, 2021

ONE OF THE GREATEST achievements of the last 30 years has been the fall in the number of people living in extreme poverty.In 1999, 1.9bn of the world’s population were living on less than $1.90, the Word Bank’s definition of extreme poverty. Despite setbacks caused by the pandemic, this had fallen to 698m by October 2020. Income levels alone are not enough to escape the life-threatening agony of extreme poverty. There is no point in having money if the essential goods and services to spend your money on are not available. Critical to poverty alleviation has been sufficient supply of all the things that people in the rich world take for granted. The raw materials to make the vast majority of manufactured goods include petrochemicals and polymers. Nearly all the major manufacturing chains would not have been able to function without petrochemicals. Think of medical equipment, syringes, blood bags, hospital gowns, face masks, pill bottles and medicine blister packs. None of the above could have been produced without petrochemicals. As people emerged out of extreme poverty and as economies became wealthier, modern-day medical services became more widely available.

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Petrochemical buyers, after a very difficult pandemic, can gain from China-driven deflation

Article | May 6, 2021

BUYERS OF polypropylene (PP) and other polymers and petrochemicals have had an incredibly difficult pandemic. Firstly, the converters and brand owners expected doom and gloom last March. At the time it seemed logical to expect a cratering of demand as the global economy pretty much imploded. Just looking at forecasts for GDP, parallels were drawn with the Global Financial Crisis when collapses in growth led to a cratering of polymers demand. The US is a good example where PP demand declined by 12% in 2008 over 2007. Demand then fell by a further 5% in 2009 over 2008.But what we all missed was the complete dislocation of polymers and petrochemicals demand from GDP. As economies registered historic declines, consumption went up. PP demand went through the roof, firstly for food packaging and hygiene applications.Then consumption for the durable goods made from PP also smashed through the rafters as we bought white goods (PP is used to make components of washing machines), consumer electronics (PP is used to make some electronic components) and carpets (PP fibres are used here).

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How Refiners Can Capitalise on the Petrochemical Industry

Article | April 6, 2020

Do you fancy a piece of Petrochemical Pie? As the demand for refined products is falling and demand for petrochemical products is increasing, it is vital that refiners consider petrochemical integration, which offers increased flexibility and a competitive edge. Learn more below about the benefits, considerations and recent projects, and, how the double whammy of the oil price crash and the COVID-19 pandemic is affecting the petrochemical market.

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Spotlight

Blue Line Chemicals-Oman

Based in Oman, BlueLine Chemicals is the regional leader in specialty chemicals. BlueLine Chemicals serves the global oil and gas, marine, and industrial markets through a broad range of technologies, specialty products and technical support for customers in a diverse range of applications and industries.

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