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Expert Analyses of the following article:

Japan's Shin-Etsu: no sign of U.S. housing recovery

Source: biz.yahoo.com
June 20, 2008
PVC Pipe Market Hits Resin Producers Hard
Author: GLG Expert Contributor
PVC Resin Producers such as Shintech, Westlake, and Georgia Gulf will have a difficult time maintaining profitability in 2008 as they deal with higher feedstock costs and a PVC pipe market that shows little sign of recovering this year.  National distributors such as Ferguson, a division of Wolseley plc, (WOS) are experiencing declines of PVC pipe sales in some markets of as much as 40-50% from...
June 11, 2008
Housing Market Drags on PVC, Sends Caustic Soaring
Author: Kevin Boyle, Consultant, Boyle Consulting
The hopeless housing market puts US PVC makers in a very poor position.  Global PVC capacity is up, and prices and margins are falling.  New capacity will toughen the market conditions on a global basis.  In the meantime, falling chlorine consumption is sending caustic prices higher.

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