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Outperforming Basic Materials Leaves Few Bargains

U.S. materials index versus U.S. equity index - source: Morningstar Trailing one year, the materials sector has massively outperformed by more than 2,380 basis points compared with 185 basis points of underperformance a quarter ago. As a result of the rally from the depths of the pandemic, just two U.S. basic materials stocks we cover now trade in 4-star territory, and no stocks trade at 5 stars. Less than 10% of materials stocks trade at attractive discounts - source: Morningstar Industrial gas firms’ sales held up well in 2020 despite COVID-19. Their resilient on-site businesses benefit from long-term customer agreements with fixed fees and take-or-pay clauses. We expect the sector to benefit from a rebound in merchant volumes in 2021, continued growth in the electronics end market, and strong demand for medical gases. Furthermore, we believe that industrial gas companies are well positioned to capitalize on new opportunities in green hydrogen.

Global Specialty Fertilizers Market Report 2020-2025: Rising Environmental Concerns to Encourage the Adoption of Specialty Fertilizers

Share this article Share this article ResearchAndMarkets.com s offering. The global specialty fertilizers market is estimated to be valued at USD37.6 billion in 2020 and is projected to reach USD 51.3 billion by 2025, recording a CAGR of 6.4%. Factors such as the growing demand for high-efficiency fertilizers, the adoption of precision farming and protected agriculture, increasing environmental concerns, and rapid growth in greenhouse vegetable production are projected to drive the growth of this market. The urea-ammonium nitrate (UAN)segment is projected to be the largest segment, by type, in the specialty fertilizers market during the forecast period. UAN is gaining more popularity among liquid fertilizers, as it can be mixed with pesticides, herbicides, growth regulators, and other nutrients, thereby allowing farmers to reduce costs. Solutions of UAN are widely used as a source of nitrogen for plant nutrition. These solutions are extremely versatile as a source of plant nutr

Agrochemicals Market by Pesticide Type, Fertilizer Type, Crop Application and Region

Agrochemicals Market by Pesticide Type, Fertilizer Type, Crop Application and Region
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ICL to Acquire South American Plant Nutrition Business from Compass Minerals

ICL to Acquire South American Plant Nutrition Business from Compass Minerals
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