CHEMICALS & MATERIALS TECHNOLOGY

Our Chemicals & Materials research platform is focused on those companies and industries producing industrial chemicals. These companies convert a variety of raw materials including oil, natural gas, air, water, metals, and minerals into value-added chemicals. These include both specialty chemicals as well as commodity chemicals utilized in nearly every product produced around the world. Materials Technology is focused on nanomaterials, biomaterials, electronic chemicals, battery chemistries, magnetics, and vapor deposition / optical thin film coatings. It also encompasses ceramics and glasses, advanced composites, polymers, metal alloys and semiconductor materials. Materials technology is fast becoming a critical part of the next generation of products with applications ranging from energy storage to telecommunications to aerospace & defense.

Recent Sector Insights

CHEMICALS & MATERIALS TECHNOLOGY
Mat-Chem Notes For the Week Ended November 25, 2022
Industry Report · 30 Nov 2022

WTR-CMI last week. The market rebounded last week, with both the S&P 500 (up 2.0%) and the Russell 2000 (up 1.6%) ending the week higher. Our WTR-CMI index outperformed the broader market by appreciating 2.9% during the week, led by a 27.3% gain by EAF, as the stock recovered from the prior weeks...

CHEMICALS & MATERIALS TECHNOLOGY
Westwater Resources, Inc. (NYSE: WWR)
Fireside Chat: VP of Sales & Marketing Jay Wago, December 13, 2022, at 11:30 am EST
Fireside Chat Invitation · 28 Nov 2022

Please join us for a conversation with Jay Wago, VP of Sales & Marketing at Westwater Resources, Inc. (NYSE: WWR), on December 13, 2022, at 11:30 am EST. Mr. Wago will discuss the current trends and expectations in the US battery and EV market, specifically the growing demand for graphite battery...

CHEMICALS & MATERIALS TECHNOLOGY
Mat-Chem Notes For the Week Ended November 18, 2022
Industry Report · 22 Nov 2022

WTR-CMI last week. Reversing some of the gains from previous weeks, both the S&P 500 and Russell 2000 posted W/W returns of (0.7%) and (1.8%), respectively. Our WTR-CMI index declined 3.2% for the week, driven by double-digit declines in lithium stocks on concerns of slowing demand. EAF was also ...

CHEMICALS & MATERIALS TECHNOLOGY
TMC the metals company, Inc. (NASDAQ: TMC)
Collecting Nodules and Scientific Data as Regulation Timeline Nears
Management Series · 22 Nov 2022

Pilot validates offshore portion of project. Earlier this month, TMC completed its large-scale pilot project in the Pacific Ocean, collecting more than 4,500 metric tons (mt) of polymetallic nodules off the ocean floor, 4 km below sea level, and transporting 3,000 mt of the collected nodules to a...

CHEMICALS & MATERIALS TECHNOLOGY
TMC the metals company, Inc. (NASDAQ: TMC)
Momentous Milestone Achieved as Pilot Collection Project Is Completed
Update Note · 17 Nov 2022

Net loss narrows. 3Q22 net loss of $27.9 million (EPS of [$0.12]) was an improvement compared with the loss of $36.7 million (EPS of [$0.18]) in the year-ago quarter, on tight expense control, a $5.9 million decrease in non-cash share-based compensation, a $3.2 million reduction in environmental ...

CHEMICALS & MATERIALS TECHNOLOGY
Mat-Chem Notes For the Week Ended November 11, 2022
Industry Report · 16 Nov 2022

WTR-CMI last week. In another solid week for the market, both indexes we monitor posted mid-single-digit improvements, with the Russell 2000 and the S&P 500 increasing 4.6% and 5.9%, respectively. Our WTR-CMI index outperformed the market by delivering 7.6% W/W growth, led by KWR’s 23.5% bounce f...

CHEMICALS & MATERIALS TECHNOLOGY
Westwater Resources, Inc. (NYSE: WWR)
Another Quarter of Progress as Phase I Project Remains on Track
Update Note · 14 Nov 2022

Y/Y improvement shows solid execution. WWR reported a 3Q22 net loss of $3.453 million versus a loss of $4.568 million in the year-ago period, as modestly higher SG&A was more than offset by lower product development expenses.

CHEMICALS & MATERIALS TECHNOLOGY
Mat-Chem Notes for the Week Ended November 4, 2022
Industry Report · 08 Nov 2022

WTR-CMI last week. The markets reversed their direction last week, with both the S&P 500 and Russell 2000 declining 3.3% and 2.5%, respectively. Our WTR-CMI index lost a more modest 1.1% of its value and continued to outperform the broader markets, despite a 17% drop in AVNT on disappointing guid...

CHEMICALS & MATERIALS TECHNOLOGY
TMC the metals company, Inc. (NASDAQ: TMC)
Fireside Chat: Chairman & CEO Gerard Barron, CFO Craig Shesky, and Project Director for NORI Grant Lindner, November 16, 2022, at 10:00 am EST
Fireside Chat Invitation · 02 Nov 2022

Please join us on November 16, 2022, at 10:00 am EST for a conversation with TMC Chairman & CEO Gerard Barron, and CFO Craig Shesky. TMC is a late-stage developer of what could be one of the largest resources of metals critical to the energy transformation currently underway. Mr. Barron and Mr. S...