Anne Sasso

Covering raw materials cost drivers for the adhesives, sealants, surface treatment, paints and coatings industries.

[Anne Sasso @RMF_Extras]

@JustinWolfers @threadreaderapp #unroll

[Anne Sasso @RMF_Extras]

@T_Mason_H @T_Mason_H any chance you have those numbers as % of US production/capacity?

[Anne Sasso @RMF_Extras]

@FortuneMagazine in his column in the Nov issue @geoffcolvin writes that consumers have contributed 85% to GDP growth in the past 5 years--what's the source for that stat? Thanks!

[Rystad Energy @RystadEnergy]

There is clear risk of a slower restart of Saudi Arabian oil production despite the optimistic guidance by Saudi Aramco following Saturday's attack -> https://t.co/pyd16Nvb4V #SaudiArabia #Oil #OOTT

[Anne Sasso @RMF_Extras]

@AlexTullo I'll take a transcript over audio any day! (But will settle for audio over nothing.)

[Anne Sasso @RMF_Extras]

@Intermodalist @JOC_Updates Good read. One additional problem is that for some raws, China or even one Chinese manufacturer is a single-source producer of a key input for a wide range of products. These can be tail-end raws used in very small % in a product but when the supply is cut off, chaos ensues.

[Anne Sasso @RMF_Extras]

@T_Mason_H So, no easy answer! Thank you, appreciate your time.

[Anne Sasso @RMF_Extras]

@T_Mason_H If WTI prices are up ~30% since the beg of 2019, why are diesel prices up only 3-4%? Any idea? What am I missing?

[LyondellBasell @LyondellBasell]

“I believe if we do the right things make sound decisions and think about the world we want to leave for future generations, I have no doubt that what some consider to be a large challenge is in fact a monumental opportunity“ CEO Bob Patel during #IHSMarkitWPC. #sustainability

[Lawrence @schwartzlaws]

The issue for sustainability is not plastics itself per se - it's the lack of collection, reuse, recycling programs and systems to manage waste - @JimFitterling @DowChemical #IHSMarkitWPC

[Jenny Salinas @jennyrsalinas]

Dow CEO @JimFitterling at #IHSMarkitWPC “this is our life going forward, moving to a circular economy will be like running a business” @IHSMarkitChem @IHSMarkit @chemstweet #sustainability #circulareconomy

[Anne Sasso @RMF_Extras]

Chem cos can't immediately get into defending our turf, we have to keep the big picture in mind. Bob Patel on #plasticwaste #alliancetoendplasticwaste #IHSMarkitwpc

[Anne Sasso @RMF_Extras]

@N_Behravesh says that Q1GDP will likely come in at 1% "just ignore it." Q1always comes in low. #IHSMarkitWPC

[Anne Sasso @RMF_Extras]

@N_Behravesh says he doesn't expect a recession this year or next #IHSMarkitWPC

[Anne Sasso @RMF_Extras]

@AlexTullo The marketing agencies that get paid a pretty penny to make the big fancy, glossy ones are now affixing your photo to their dart boards.

[Anne Sasso @RMF_Extras]

@greg_ip In mid-Dec, @WilliamsonChris tweeted: "The team at Marcoeconomic Advisers looked at the divergence between the #ISM and IHS Markit #PMI and found a statistical break in the ISM. Read the full report at
https://t.co/R6TXIp29Zr

[Paul Vieira @paulvieira]

BMO chief economist Doug Porter wrote his own lyrics to tune of Bohemian Rhapsody, only this time the lyrics address market gyrations and Trump’s issues with the Fed. Cc @dbcurren @RichardMadan

[Javier Blas @JavierBlas]

Spectacular (and scary) view of the three simultaneous hurricanes in the North Atlantic right now: #Florence, #Isaac and #Helene -- #OOTT #hurricane #Weather

[Anne Sasso @RMF_Extras]

It's just ridiculous how psyched I was to find this in today's mail. Thank you #IHSWPC

[Anne Sasso @RMF_Extras]

#PutYourSticksOut #humboltdbroncos