Global Chemical Update – Function At The Junction

The Weekly Catalyst

Global Chemical Update – Function At The Junction

Key Points:

• Global commodity markets, on average, reflect notably higher prices YoY. We highlight ties between agriculture and energy markets and discuss why the upward trend in Asia chemical prices WoW is a plus for US producers.
• Our Sunday Thematic, Trouble Ahead: How An Unchecked ESG Lobby Drives Inflation, is worth considering alongside this report as is our recent ESG thematic Lithium – A “Special” Commodity For Now – Adding To Inflation. 
• Other global commodity trends flagged in this report comprise monomer, polymer, and feedstock indicators relevant to gauging sector profitability.

See PDF below for all charts, tables, and diagrams