Sunday Executive Summary
Western consumer price inflation remains high relative to China. While this trend is relatively favorable for the consumers of Chinese goods, it is unfavorable for
February 16, 2025
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Western consumer price inflation remains high relative to China. While this trend is relatively favorable for the consumers of Chinese goods, it is unfavorable for
General Thoughts: The S&P 500 Fertilizer & Agricultural Chemical Equity index has underperformed YTD, and the highlighting of cautious views for 2025 following expectedly weak
Our theme around the possible need for backward integration for all basic chemical producers as energy transition evolves was validated by INEOS this week.
INEOS
Ammonia leads again, following earning reports from the existing producers and more speculation around who will enter the market – our expectations are high.
Current
Global agriculture markets will likely see another tight year in 2023, a positive for input sellers. Energy prices are not as high, but oil and
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