Where The Green Grass Grows – High Commodity Prices Well Known, Product Chain Profits Vary

Daily Chemical Reaction

Where The Green Grass Grows – High Commodity Prices Well Known, Product Chain Profits Vary

Key Points:

• We highlight the ties between agriculture and energy markets and broad-based price inflation YTD that holds mixed blessings for derivative product manufacturers and those, such as Deere, serving either of these markets.
• We highlight pertinent energy, chemical, and other corporate updates (e.g., Deere, Clariant, SQM, Tianqi, Novelis, Croda, PPG, Sadara, & others).
• We discuss relevant ESG items ranging from IEA estimates on reducing Heavy Industry emissions among G7 nations and its view on SE Asia’s clean energy market to a picture of the Chinese dominance in rare earth materials.
• We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams