Fair Trade! Better China Relationships Help All, but Especially China

C-MACC Sunday Thematic & Weekly Recap 195

Fair Trade! Better China Relationships Help All, but Especially China

• Improving relationships with China is imperative to meet energy transition goals globally, but it may worsen competitiveness in the West and enhance other risks.
• China’s current significant economic challenges suggest that improving trade relations with the West should be a high priority – this was last week’s message.
• But China’s speed to market and much better quality should allow for outsized manufacturing growth versus the West and increased dependence on China.
• We cannot solve energy transition challenges without embracing China, but we risk creating national security headaches – Western regulation must change.  
• Otherwise, we take a deep dive into the liquidity challenges of energy transition in a skittish lending market, US blue ammonia enthusiasm, and ethylene again.

Last week, we discussed 21 Chemicals and Related Products and 106 Companies.

See PDF below for all charts, tables and diagrams