Slow Down Summer – Demand Headwinds Mount, Some Global Commodity Markets Begin to Loosen

Daily Chemical Reaction

Slow Down Summer – Demand Headwinds Mount, Some Global Commodity Markets Begin to Loosen

Key Points:

• Our clean energy mineral price index declined MoM in April, following significant sequential strength since 3Q21. We update our broader market views and flag several indications of mounting global demand headwinds.
• We highlight pertinent energy, chemical, and other corporate updates (e.g., Livent, LSB Ind., The Andersons., DuPont, Emerson, Cheniere & others).
• We discuss relevant ESG items, ranging from the Mitsui and CF Industries blue ammonia project announcement to WoW strength in EU CO2 prices. We also highlight our latest ESG sector dedicated weekly research in LINK.
• We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams