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.

Client Login

Learn About Our Subscriptions and Request a Trial

Contact us to gain full access and experience our services!

Request a Free Trial