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Analysis: US shale advantage should bring "a second wave" of investment

US chemical production has become more profitable in recent years and attracted investment from DowDuPont, ExxonMobil, Chevron Phillips Chemical and other companies because of the country's shale gas advantage, writes Jack Kaskey. "The cost advantage is strong enough and durable enough that people are going to put money in the ground for a second wave," says John Roberts, an analyst at UBS Securities.

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