Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Equity Bottom-Up

<ul>
<li>Even though tariffs disrupt Chinese competitiveness, U.S.-centric petrochemical companies face pressures from weak demand, low prices, and higher input costs.</li>
<li>Olin has outperformed peers in a weak petrochemical cycle, supported by U.S.-centric sales, disciplined capital allocation, and investor flows, while Dow and Eastman struggled with tepid exports and margins.</li>
<li>Tariffs boosted U.S. sales but hurt exports, and while the sector remains in a downcycle, Olin’s domestic focus and shareholder-friendly strategy have fueled a sharp stock rally.</li>
</ul>


Even though tariffs disrupt Chinese competitiveness, U.S.-centric petrochemical companies face pressures from weak demand, low prices, and higher input costs.
Olin has outperformed peers in a weak petrochemical cycle, supported by U.S.-centric sales, disciplined capital allocation, and investor flows, while Dow and Eastman struggled with tepid exports and margins.
Tariffs boosted U.S. sales but hurt exports, and while the sector remains in a downcycle, Olin’s domestic focus and shareholder-friendly strategy have fueled a sharp stock rally.


Olin Stands Out as Tariffs Pressure Exports Amid Bearish Petrochemical Fundamentals

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Olin Corporation's first quarter 2025 financial performance reflects a mixed picture, characterized by both challenges and strategic advancements within its business operations.</li><li>The company has shown resilience in its Chlor Alkali Products and Vinyls division, with a positive pricing environment and increased demand leading to outperforming expectations.</li><li>This success was partly due to planned and unplanned industry outages that reduced chlorine and caustic soda supply, prompting Olin to delay a turnaround at its Freeport, Texas facility to capture heightened customer demand.</li></ul>

Olin Corporation's first quarter 2025 financial performance reflects a mixed picture, characterized by both challenges and strategic advancements within its business operations.The company has shown resilience in its Chlor Alkali Products and Vinyls division, with a positive pricing environment and increased demand leading to outperforming expectations.This success was partly due to planned and unplanned industry outages that reduced chlorine and caustic soda supply, prompting Olin to delay a turnaround at its Freeport, Texas facility to capture heightened customer demand.

Olin Corporation: Strategic Growth in Winchester Segment As A Power Move To Secure Future Earnings Stability!

<ul><li>Olin Corporation's latest financial results present a mixed picture, reflecting both strategic advancements and ongoing challenges.</li><li>The fourth quarter saw positive developments, such as a sequential 9% sales increase in Chlor Alkali Products and Vinyls (CAPV), facilitated by volume recovery post-Hurricane Beryl and improved pricing.</li><li>Additionally, cost reductions are underway, with plans to achieve $250 million in savings by 2028, including $20 to $30 million aimed for in 2025.</li></ul>

Olin Corporation's latest financial results present a mixed picture, reflecting both strategic advancements and ongoing challenges.The fourth quarter saw positive developments, such as a sequential 9% sales increase in Chlor Alkali Products and Vinyls (CAPV), facilitated by volume recovery post-Hurricane Beryl and improved pricing.Additionally, cost reductions are underway, with plans to achieve $250 million in savings by 2028, including $20 to $30 million aimed for in 2025.

Olin Corporation: Will Epoxy Market Dynamics Help The Company Benefit From Potential EU Antidumping Duties?

Commodities

<ul>
<li>U.S. tariffs intensify strain on the petrochemical sector, shielding domestic producers while redirecting Chinese exports into Asia and leaving European firms most exposed.</li>
<li>Trade barriers amplify oversupply pressures, benefiting U.S.-centric petrochemical firms, granting Middle Eastern players new market share, and pushing Chinese exporters into low-margin Asian markets.</li>
<li>Global petrochemicals face a reset, exposing Europe’s vulnerabilities, capping Asian gains, and reinforcing domestic advantages for American producers.</li>
</ul>


U.S. tariffs intensify strain on the petrochemical sector, shielding domestic producers while redirecting Chinese exports into Asia and leaving European firms most exposed.
Trade barriers amplify oversupply pressures, benefiting U.S.-centric petrochemical firms, granting Middle Eastern players new market share, and pushing Chinese exporters into low-margin Asian markets.
Global petrochemicals face a reset, exposing Europe’s vulnerabilities, capping Asian gains, and reinforcing domestic advantages for American producers.


U.S. Petrochemical Companies Gain Ground as European Firms Falter in U.S.-China Trade War

<ul><li>Olin Corporation recently conducted its third-quarter 2024 earnings call, during which management discussed the company’s financial results and operational challenges, notably the impact of Hurricane Beryl.</li><li>The hurricane significantly disrupted operations at Olin's Freeport site, leading to plant shutdowns and a delayed return to normalcy.</li><li>Despite these disruptions, the company's Chemicals Businesses, excluding the hurricane impacts, performed slightly better than anticipated.</li></ul>

Olin Corporation recently conducted its third-quarter 2024 earnings call, during which management discussed the company’s financial results and operational challenges, notably the impact of Hurricane Beryl.The hurricane significantly disrupted operations at Olin's Freeport site, leading to plant shutdowns and a delayed return to normalcy.Despite these disruptions, the company's Chemicals Businesses, excluding the hurricane impacts, performed slightly better than anticipated.

Olin Corporation: Strengthening of the Caustic Soda Market & Other Major Drivers

United States

Olin Corporation manufactures chemicals and ammunition products. The Company manufactures and sells chlorine, caustic soda, sodium hydrosulfite, hydrochloric acid, hydrogen, sodium chlorate, bleach products, and potassium hydroxide. Olin also manufactures products that include sporting ammunition, reloading components, small caliber military ammunition and industrial cartridges.

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Olin Corp (OLN US)

Olin Stands Out as Tariffs Pressure Exports Amid Bearish Petrochemical Fundamentals

Tariffs impact Chinese competitiveness, but U.S. petrochemical companies face challenges from weak demand and low prices. Olin outperforms peers...

Mint Finance

Olin Corporation: Strategic Growth in Winchester Segment As A Power Move To Secure Future Earnings Stability!

Olin Corporation's first quarter 2025 financial performance reflects a mixed picture, characterized by both challenges and strategic advancements...

Baptista Research

Olin Corporation: Will Epoxy Market Dynamics Help The Company Benefit From Potential EU Antidumping Duties?

Olin Corporation's latest financial results present a mixed picture, reflecting both strategic advancements and ongoing challenges. The fourth...

Baptista Research

U.S. Petrochemical Companies Gain Ground as European Firms Falter in U.S.-China Trade War

U.S. tariffs on petrochemicals shift global trade dynamics, benefiting American producers, Middle Eastern players, and low-margin Asian markets...

Mint Finance

Olin Corporation: Strengthening of the Caustic Soda Market & Other Major Drivers

Olin Corporation recently conducted its third-quarter 2024 earnings call, during which management discussed the company’s financial results and...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Olin Stands Out as Tariffs Pressure Exports Amid Bearish Petrochemical Fundamentals

​Tariffs impact Chinese competitiveness, but U.S. petrochemical companies face challenges from weak demand and low prices. Olin outperforms peers...

Mint Finance

Olin Corporation: Strategic Growth in Winchester Segment As A Power Move To Secure Future Earnings Stability!

Olin Corporation's first quarter 2025 financial performance reflects a mixed picture, characterized by both challenges and strategic advancements...

Baptista Research

Olin Corporation: Will Epoxy Market Dynamics Help The Company Benefit From Potential EU Antidumping Duties?

Olin Corporation's latest financial results present a mixed picture, reflecting both strategic advancements and ongoing challenges. The fourth...

Baptista Research

U.S. Petrochemical Companies Gain Ground as European Firms Falter in U.S.-China Trade War

​U.S. tariffs on petrochemicals shift global trade dynamics, benefiting American producers, Middle Eastern players, and low-margin Asian markets...

Mint Finance

Olin Corporation: Strengthening of the Caustic Soda Market & Other Major Drivers

Olin Corporation recently conducted its third-quarter 2024 earnings call, during which management discussed the company’s financial results and...

Baptista Research

Tariffs impact Chinese competitiveness, but U.S. petrochemical companies face challenges from weak demand and low prices. Olin outperforms peers...

U.S. tariffs on petrochemicals shift global trade dynamics, benefiting American producers, Middle Eastern players, and low-margin Asian markets...