Daily Chemical Reactions

Up On The Roof – Clean Energy Mineral Prices Fall Again In May, Remain Considerably Higher YoY
June 7, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Repsol, ExxonMobil, Unipar, Borouge, Neste, Air Products, BASF, Dow, Huntsman, Covestro, Wanhua, Target, Lanxess, Advent, DSM, Chesapeake Energy, Chevron, Energy Transfer, Petrobras, Serica Energy, EMS Group, Eneos, Mitsui, Adnoc, Santos, Solvay, ABB, SIBUR, Corteva Agriscience, Fisher-Price, Agilyx, Ford, IFF, Siemens Gamesa, Sony, Technip Energies, Air Canada, Walmart, Worley

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

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