General Thoughts: Chemical feedstock and intermediate costs are mixed YTD, with some chains seeing near-term margin benefits relative to weakness in others, but price support
The C-MACC Clean Energy Minerals Monthly Price Index was unchanged MoM in January, and we anticipate continued support in 1H23, though some materials will stay
The start of 4Q22 reflects commodity chemical profit levels below the 3Q average but higher than the 3Q lows in most products – it may
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