We continue to prefer commodity-linked names that are best equipped to deliver robust FCF that can be re-deployed to foster premium EPS growth.
- Dow Chemical Company (DOW)
- Eastman Chemical Co. (EMN)
- W.R. Grace & Co. (GRA)
September 19, 2017
LITHIUM LANDSCAPE; WHAT IF CHINA GOES 100% ELECTRIC?
We assess the impact that a full fossil-fuel vehicle sales ban would have on the lithium market