Up On The Roof – Clean Energy Mineral Prices Fall Again In May, Remain Considerably Higher YoY

Daily Chemical Reaction

Up On The Roof – Clean Energy Mineral Prices Fall Again In May, Remain Considerably Higher YoY

Key Points:

• Our clean energy mineral price index declined for the second consecutive month in May, after a period of considerable strength. We discuss our market views and recent research on China’s sizable influence on these markets.
• We highlight pertinent energy, chemical, and other corporate updates (e.g., Repsol, ExxonMobil, Unipar, Borouge, Neste, Air Products, others).
• We discuss relevant ESG items that range from renewed interest in hydro-power as a clean energy generator to the US solar tariff suspension. See our ESG weekly and other related research coverage in LINK.
• We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams