Critical Minerals
General Thoughts: The C-MACC Clean Energy Mineral Index fell 53% in 2023, closing the year at YTD low, as energy transition growth failed to offset
January 3, 2024
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General Thoughts: The C-MACC Clean Energy Mineral Index fell 53% in 2023, closing the year at YTD low, as energy transition growth failed to offset
US consumer sentiment fell for the fourth consecutive month in November, and adverse clean energy participant notices have risen – both favor lower energy transition
Two significant observations from Pack Expo are that price visibility in the US polyethylene (PE) market is low, and the importance of plastic producer alignment
Drought conditions and a heat wave hit most of the US in June, putting its crop production at risk and lifting electricity demand. The June
The global petrochemical production cost curve favors US producers, but lower prices and higher costs to still drive margin compression for most in 2H22.
We think a global commodity chemical mega-cycle will likely co-exist with continued strength in clean energy raw material values. A general plus for commodity producers,
Specialty chemical producers expect cost inflation to moderate in 2H22. We foresee a profit drop for US commodity producers during this period but find positive
US contract polymer prices face downward pressure in 4Q21, with many seeing the second consecutive MoM drop in November. We discuss the near-term headwinds and
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