Global Market Analysis
Daily Chemical Reaction Global Ammonia Price Strength: Good for US Producers, Bad for Farmers; Bloated Solar Module Market to Persist Near Term Key Findings Exhibit
August 28, 2024
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Daily Chemical Reaction Global Ammonia Price Strength: Good for US Producers, Bad for Farmers; Bloated Solar Module Market to Persist Near Term Key Findings Exhibit
General Thoughts: While many companies rapidly expanded energy transition efforts amid surging expectations in 2022/23, Linde took a more patient and balanced approach that has
2023 is off to a bad start with low margins (but maybe not low enough) and global operating rates reflecting significant oversupply, which could worsen.
Global chemical markets moved from tight conditions in early 2022 to oversupply by yearend, and we view demand as much more of a wild card
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