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Chemicals

The chemical industry, probably better thought of as “chemicals and materials,” given the blurred line between the two, extends across the spectrum from industrial gasses to food additives to plastics and carbon fiber.  In its entirety, the sector follows global GDP, but new innovations can quickly eclipse existing materials, leading to vastly different growth rates and investment potential, and, as we recently saw with industry leaders Dow and DuPont, size and scale can be as much an impediment to performance as a benefit.  

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