Global Market Analysis
Our clean energy mineral price index rose ~19% MoM in March, showing a considerable price inflation trend since 2021. We update our views and flag
March 31, 2022
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Our clean energy mineral price index rose ~19% MoM in March, showing a considerable price inflation trend since 2021. We update our views and flag
The world is full of recycling initiatives, but few make commercial sense and address other environmental issues, such as curbing GHG emissions.
Chemical (advanced)
Our view of global building & construction product markets is generally positive for 2022, despite mounting demand concerns in some product chains. We highlight a
During the next three years, petrochemical capacity additions expected to start up in China will exceed those in Western markets. High feedstock costs and global
Global polymer prices increased WoW but failed to keep pace with higher energy/feedstock costs. The US petrochemical market is cost-advantaged compared to Asia but has
Global chemical feedstock prices are notably higher YTD, pushing prices (and sales) up for most sector participants. We discuss dollar (instead of %) margin trends
US petrochemical producers continue to benefit from cost-advantaged feedstock and global product price support. Consumer demand, policy, and cost curve shifts remain wildcards, long-term a
Litigation is gaining momentum with those looking to make a Climate Change statement and law firms who see both opportunity and deep pockets.
Lobbying
We think a global commodity chemical mega-cycle will likely co-exist with continued strength in clean energy raw material values. A general plus for commodity producers,
Asia and NW Europe chemical production cutbacks continue to mount due to high feedstock costs, a plus on average for global chemical values. We add
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