Sustainability & Energy Transition
The race for cleaner power and cleaner energy and materials, in general, appears to be accelerating globally, and US ESG objections are not focused on
September 7, 2022
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The race for cleaner power and cleaner energy and materials, in general, appears to be accelerating globally, and US ESG objections are not focused on
Fertilizer & agricultural chemical equities have outperformed other chemical sub-sectors since June, as crop and energy market trends remain constructive.
The US agriculture sector
The Inflation Reduction Act – the reworded and watered-down climate policy for the US – stands a chance of passing. We think it could drive
Global chemical feedstock values reflect a declining US cost advantage relative to Ex-US producers, suggesting downward pressure on US premium prices. Demand indicators support many
We argue ESG investing is doing very little to support environmental initiatives, penalizing energy companies with transition plans rather than helping them.
ESG and
US consumers face persistent inflationary headwinds, and our industry indicators and analysis suggest a quick fix is unlikely. We discuss the latest CPI trend and
Our view of building & construction product markets is generally cautious for 2H22, as recent demand indicators have broadly turned negative. We flag the major
Western market consumer price inflation expectations for full-year 2022 have surged YTD to show considerably more inflation relative to Asia. We discuss the latest US
The global petrochemical production cost curve continues to flatten as USGC ethane values strengthen relative to Ex-US naphtha. We discuss the downward pressure facing US
Our clean energy mineral price index declined for the second consecutive month in May, after a period of considerable strength. We discuss our market views
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