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C-MACC Sunday Thematic & Weekly Recap 184
Metal Guru: Help Expensive Nations Compete With Cheap China
- As the West tries to develop strategies to drive higher self-sufficiency in critical metals and other components for national security, China’s cheapness interferes.
- Global economic weakness impacts current metals markets, but Chinese deflation allows the country to sell at prices that challenge investments elsewhere.
- Meanwhile, in the ethylene chain, many appear to have their heads in the sand or are singing off an (upstream) integration song sheet – China keeps building.
- We look at further weakness in chemicals, especially in Europe, but again focus on why we believe the Ag chain is more interesting than the rest – for now.
- Otherwise, we discuss hydrogen pricing and those that claim (falsely) that they have some. We also look at important takeaways from the ExxonMobil 2050 view.
Last week we discussed 36 Chemicals and Related Products and 143 Companies.
See PDF below for all charts, tables and diagrams