Marcus Dunford-Castro

Chemicals

+44 (0)20 7548 4741

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Marcus Dunford-Castro joined the team in 2023 and has recently initiated on Fertilisers and Diversified Chemicals. Chris Counihan joined Jefferies in Aug 2021 to lead coverage of the European Chemicals sector. Chris has covered European/Global Chemicals for >15 years. Helena Xu joined the team in 2024 as a graduate. Kirsten Buchan joined the Specialist Sales desk following two years in Research.

What We Are Known For

  • Long-standing expertise: We have long-term knowledge of the European Chemicals coverage, management, strategic change across the space, providing detailed company and industry outlook across the European diversified and specialty chemicals coverage.
  • Exceptional analysis and valuable resources: Our chemical spreads/energy/gas intensity models support analysis of live profitability by company. Additionally, our bottom-up supply/demand analysis across key chemicals helps identify where earnings can be materially different to consensus, while global trade flow monitors across key chemicals, inventory models by end market to track stock levels at both company and customer level supports volume conclusions. For our Consumer ingredients coverage, our “Ingredients vs. Staples” outgrowth framework and our Proprietary Raw Material underpin both preferences within the sector and vs. the end-market. We leverage industry leading corporate access (ie: Grasse Fragrances trip, Global Conferences) to complement this analysis.
  • Leveraging alternative data to support investment conclusions: In the last year, we have added differentiated alternative data sources across many end-markets (paint pricing, skin care ingredients price/volume trends, perfumery social media heat).
  • Global insights: We collaborate with global colleagues to form global views across subsectors and chemistries, such as leading on our Global Monthly Ag – particularly important as the sector continues to consolidate assets and change portfolios. Our Monthly global “Chemi-call” brings a global sector perspective to clients on a recurring basis.