- Drawn from recent reports, we share our analysis of select commodities, ranking supply/demand strength from tightest to weakest, and drawing conclusions per market.
- We also discuss the oil and gas sector in terms of green strategy and how those with ESG investment mandates are more focused on avoiding trouble than they are affecting change.
- Lastly, we display recent underperformance in chemical markets, and discuss chemical producer headwinds drawn from our weekly global market updates and daily chemical reactions.
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