The Fire Inside – Commodity Material Shortages Broad Based, Demand Destruction Risk Rises

Daily Chemical Reaction

The Fire Inside – Commodity Material Shortages Broad Based, Demand Destruction Risk Rises

Key Points:

• 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 our recent thematic titled, Will Inflation Curb Early Year Demand Strength?.
• We highlight pertinent energy, chemical, and other corporate updates (e.g., Syngenta, BASF, Baker Hughes, New Fortress Energy, Evonik, & others).
• We discuss relevant ESG items, ranging from BASF chemical production based on renewable energy to falling renewable power prices. We also flag our latest ESG research titled Recycling: Beware Of The Misleading PR.
• We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams