Global Market Analysis
The C-MACC Clean Energy Minerals Monthly Price Index fell ~6% MoM in April to reflect a 34% lower YTD level, with falling lithium values being
May 3, 2023
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The C-MACC Clean Energy Minerals Monthly Price Index fell ~6% MoM in April to reflect a 34% lower YTD level, with falling lithium values being
We follow early 2Q C-MACC research, Pause – Commodity Equities May Take A Breather Here, Despite Compelling Long Term Fundamentals, with a market update to
Industry reports continue to target strong demand, tight supply chains, & input sourcing issues, but some end-market health indicators are cooling off. We discuss recent
US spot polyethylene (PE) prices declined from a historic market premium relative to avg. NW Europe and Asia prices in 2021 to now reflect a
As the cost of climate change becomes uniform and more widely accepted, some higher emitting, less efficient industrial facilities will close – including ethylene.
Our view of global building & construction product markets is generally positive for 2022, despite mounting demand concerns in some product chains. We highlight a
As the Russia/Ukraine conflict continues, recession expectations are increasing – food and energy price inflation will negatively impact spending in other areas.
Absent escalation
Surging gasoline and food prices will dent US consumer budgets in 2022, resulting in downward pressure on other product categories. Higher input costs and moderating
US plastic resin & material prices have risen more than recyclable plastic values YTD, though both show significant growth YoY. This setting makes an easy
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