General Thoughts: We maintain a more constructive view of crop prices in 1Q25 than agriculture sector equities overall, and we continue to favor crop input
Since mid-year, the acetyl chain has experienced substantial volatility, with low-cost producers benefiting upstream and downstream benefits mixed contingent on pricing power and demand.
The 2021/2022 price inflation surge in the US and Europe did not occur in China – it appears well poised to benefit from much lower
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
Producer price hikes have outpaced consumer prices YTD, suggesting end-market price increases are still ahead in many product chains. We also flag recent business updates
Supply chain indicators reflect a bit of improvement YTD, but we do not expect a quick return to normal in 2022. The risk is high
Global Chemical Sector 3Q21 reports display significant price-led sales growth, which in many cases bolstered profitability. As volume returns, we discuss the case for price
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