INEOS Group - comment

Results ahead of our expectations and a broadly positive tone should support further strength in the bonds, reaffirming recent price gains. However, the

Tomás Mannion24 April 2026INEOS

Ineos Group - comment

The FT article contains no new news to followers of the Ineos Group story, and therefore has no real impact on trading. However, any

Tomás Mannion30 March 2026INEOS

INEOS Group Client Call and Presentation are now available on the website

INEOS Group Client Call and presentation are now available on Ineos Group page.

Martha Felix3 March 2026INEOS

Ineos Group - comment

Ineos Group released preliminary Q4 numbers and hosted a two-hour conference call yesterday. Management offered little

Tomás Mannion25 February 2026INEOS

Ineos Group - comment

We are not convinced that any chemical analyst can confidently forecast the sector’s short- to medium-term outlook beyond maintaining a

Tomás Mannion20 February 2026INEOS

Ineos Group - comment

Our key takeaway from INEOS’s announcement of €300 million in grant aid from the French state is the scale of support industries are receiving, and

Tomás Mannion19 February 2026INEOS

Ineos Group - Cracking Capacity - Initiation

Please find our initiation on the Ineos Group here.

INEOS Group has sufficient liquidity to operate through December 2027, even if volumes and pricing remain at FY25 lows. However, with yields at 12–14%, constructing a compelling long thesis is

Tomás Mannion17 February 2026INEOS

Ineos/Ineos Quattro - comment

We had intended to publish a morning note on Sir Jim Ratcliffe’s remarks at the Antwerp Summit, where he warned that the

Tomás Mannion12 February 2026INEOS QUATTRO, INEOS