The Weekly Catalyst

Global Chemical Update – Diamonds and Rust
July 3, 2023
Companies Mentioned:
Livent, SQM, Albemarle, Ganfeng Lithium, Glencore, Umicore, Freeport-McMoRan, Nutrien, CF Industries, Corteva, BASF, Bayer, FMC, ExxonMobil, Lyondellbasell, SABIC, Braskem, Formosa
Commodities Mentioned:
Report Sections:
Feedstocks & Energy, Global Ethylene Cracker, Spot Profit Analysis, Ethylene & Propylene, Price Trends, Polyethylene Review, Other Relevant Global Polymer Trends, Other Relevant Global Chemical Trends, Global Chemical Data Sheets, Flow Charts & Other Ancillary Data

The Weekly Catalyst

Global Chemical Update – Diamonds and Rust

Key Points:

  • The C-MACC Clean Energy Minerals Monthly Price Index rose 4% in June, marking the first MoM uptick of 2023 – clean energy mineral markets appear poised for support in 2H23 after a weak 1H23.
  • Global commodity chemical prices reflected downward pressure into the close of 1H23. We think producer conditions will most likely worsen in 2H23 than improve relative to 1H23 due to oversupply.
  • Agriculture markets remain volatile due to crop production uncertainties. We highlight the corn price decline relative to soybeans to close 1H23 and our constructive 2H23 agriculture market view.


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