If Summer Smoke Becomes The New Normal In The Midwest And Northeast, Which Industries Will Benefit?
Portfolio Pulse from Natan Ponieman
Due to the increasing frequency and severity of wildfires, particularly in Canada, air quality in major US cities is deteriorating. This has led to a rise in the use of face masks and air purifiers. Companies such as 3M, Honeywell, and Kimberly-Clark, which manufacture N95 masks, and Whirlpool Corporation, LG, Hitachi, and Panasonic, which produce air purifiers and air conditioning units, could benefit from this trend.
June 29, 2023 | 5:56 pm
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Honeywell, a manufacturer of N95 masks, could benefit from increased demand due to worsening air quality from wildfires.
Honeywell produces N95 masks, the demand for which is likely to increase as air quality worsens due to wildfires. This could boost the company's sales and stock price.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Hitachi, a manufacturer of air purifiers and air conditioning units, could benefit from increased sales due to worsening air quality.
Hitachi, as a producer of air purifiers and air conditioning units, could see increased demand and sales as air quality worsens due to wildfires.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Kimberly-Clark, a manufacturer of N95 masks, could see increased sales if smoky conditions become more common.
As a producer of N95 masks, Kimberly-Clark could benefit from increased demand as air quality worsens due to wildfires, potentially boosting its sales and stock price.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
LG, a manufacturer of air purifiers and air conditioning units, could see increased sales due to worsening air quality.
LG, as a producer of air purifiers and air conditioning units, could see increased demand and sales as air quality worsens due to wildfires.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
3M, as a manufacturer of N95 masks, could see increased demand and sales if smoky conditions persist.
As wildfires worsen, the demand for N95 masks, which 3M manufactures, is likely to increase, potentially boosting the company's sales and stock price.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Panasonic, a manufacturer of air purifiers and air conditioning units, could see increased sales due to worsening air quality.
Panasonic, as a producer of air purifiers and air conditioning units, could see increased demand and sales as air quality worsens due to wildfires.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Whirlpool Corporation, a manufacturer of air purifiers and air conditioning units, could benefit from increased sales due to worsening air quality.
Whirlpool Corporation, as a producer of air purifiers and air conditioning units, could see increased demand and sales as air quality worsens due to wildfires.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80