The decline in critical mineral prices suggests that the macroeconomic backdrop has influenced demand more than energy transition growth. Lower prices favor stalling growth investments.
The outperformance and underperformance of ESG and anti-ESG stocks appear primarily based on whether you own oil and gas stocks – other factors seem small.
Rising overseas production costs in 3Q23 spurred a production response from North American manufacturers, and the benefits are much more pronounced for this group than
Non-integrated commodity chemical and specialty producers faced more input cost pressure in 3Q than planned mid-year due to higher feedstock costs and, in some cases,
Recent crude oil price strength helped lift global chemical prices amid oversupplied conditions in 3Q23, but absent further improvement, will unlikely to spur prices much
Given our coverage of cost, permitting, and power challenges facing hydrogen, we are not surprised to see a slowdown in general news and new projects
Global commodity chemical prices reflected strength WoW, a positive for North American producer profit relative to Asia and Europe. Non-integrated specialty producers face 3Q cost
Our pre-COVID study showing long-term chemical profitability headwinds was early, but now materializing – the market is in trouble, and a fix looks challenging.
A
Fertilizer and agricultural chemical equities have bounced from recent lows relative to the overall S&P Chemicals index, led by rising underlying commodity prices, such as
The IEA supply/demand models assume policy can be enacted as stated – the flaw in this approach is that policy could backtrack, and costs are
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