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Supply Shock in MidEast Long '26: Chemicals

8 tickers · $144.75B total market cap

Group: Supply Shock in MidEast Long

Supply Shock in MidEast Long '26: Chemicals tracks 8 publicly listed stocks in this theme: APD, BAK, CE, DOW, LYB, MEOH, OLN, WLK. See the constituent table for details.

Constituents

Build 20260519T212339

CompanyPrevious Quarter Report DateNext Expected Report DateLast Quarter Earnings Move %Earnings Move %Intra-Quarter Move %Since Last Report %Market capWeight
Air Products and Chemicals, Inc.APD
04/30/2026 (BMO)04/30/2026 (BMO)6.44%-0.47%11.01%-3.08%$65.31B12.5000
Dow Inc.DOW
04/23/2026 (BMO)04/23/2026 (BMO)1.44%-0.39%41.51%-2.38%$27.79B12.5000
LyondellBasell Industries N.V.LYB
05/01/202605/01/20260.00%0.52%54.90%-2.62%$23.93B12.5000
Westlake CorporationWLK
05/05/202605/05/2026-3.68%-13.01%4.95%-11.25%$11.72B12.5000
Celanese CorporationCE
05/05/2026 (AMC)05/05/2026 (AMC)-1.47%-9.63%25.66%-13.94%$6.11B12.5000
Methanex CorporationMEOH
04/29/202604/29/2026-12.66%8.51%27.52%-5.29%$4.80B12.5000
Olin CorporationOLN
05/07/2026 (AMC)05/07/2026 (AMC)-6.85%-6.81%28.59%-3.28%$3.08B12.5000
Braskem S.A.BAK
05/14/202605/14/20260.00%-1.41%40.91%-0.82%$2.00B12.5000
Average-2.10%-2.84%29.38%-5.33%$18.09B12.5000
Median-0.74%-0.94%28.06%-3.18%$8.92B12.5000
Std Dev5.37%6.32%15.35%4.40%$20.01B0.0%
Min-12.66%-13.01%4.95%-13.94%$2.00B12.5000
Max6.44%8.51%54.90%-0.82%$65.31B12.5000
% Positive Tickers25.00%25.00%100.00%0.00%

* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.

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