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C-MACC Sunday Thematic & Weekly Recap 170
Saving Our Way To Industrial Doom – Europe and Natural Gas
- Some of Europe’s natural gas demand cutbacks come at the expense of industrial output – is this something to be proud of? Jobs will likely be lost.
- But European cutbacks could see a surplus of LNG later this year if the weather is kind – lower prices – attractive for European industry – more LNG volatility.
- But Europe, especially Germany, remains uncompetitive, and it is hard to see how the decline in European industry does not accelerate; not what is needed.
- Material and crop prices and stocks are declining as the risk of slow growth and ample 2023 supply becomes mainstream thinking. More downside likely, we think.
- Otherwise, we look at the G7 energy decision, also important for Germany, the increasing competitiveness of China, and the US housing market
Last week we discussed 23 Chemicals and Related Products and 127 Companies.
See PDF below for all charts, tables and diagrams