One market that energy investors sometimes spend very little time thinking about is plastics. Despite the fact that plastics are an oil derivative, energy investors tend to focus on other end markets for oil. In the present environment though, where demand for oil from every source is critical, that short-sightedness is a mistake. And with a major new investment in plastics coming online soon, oil investors should consider how the changing environment will affect traditional players like Dow and DuPont in the space for derivative chemicals.

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