Hedgeye typically distributes research on a subscription basis, allowing broader access to notes, calls, and Black Books. The purchase price for individual sector research items below may be applied to new subscriptions within the quarter.
Get the research today!
SubscribePlease join us tomorrow, Monday, September 30th at 2pm ET for a Black Book on heavy construction materials / aggregates and Vulcan Materials Company (VMC)
In general, we still see EV metals as an area with growth within a problematically mature sector. We’re increasingly interested in the idiosyncratic downstream...
We’ll review the outlook for MP, including IRA support and Stage II/III developments, and update our short view on the steel/industrial metals names in a black book today at 2PM ET. We see MP shares offering ...
Gold Miner Divergence, Key Quad 4 risk off winners
Globally, the world produces about 1,900 million mt of steel. Ukraine’s pre-war exports were typically than 1% of the total, a deficit to which markets can adjust with time and EU subsidies. Russia has continued to ...
ith growth & inflation decelerating into Fed tightening, the (now) lower valuation and not-so-cyclical end-markets make for it a reasonable long exposure in what is likely to be a ‘value trap’ Materials minefield. Capacity..
Ecolab has fallen out of favor the past couple years, at least by Ecolab standards. It has been impacted by reduced volumes from the pandemic and, more recently, by rising...
Air Products has been a notable laggard in recent months, with concerns around major project/investment challenges, hurricanes, and activity in China, among others, impacting sentiment. Deploying excess capital, which Jaz...