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Chemicals and the Economy

Caustic soda inventories rise as aluminium cutbacks begin

An accident waiting to happen is perhaps the best way to describe aluminium markets – the key swing outlet for caustic soda.  Caustic soda is normally a late cycle product, with sales then focused on the mining industry.  Industry leader Alcoa’s results confirm the disappointing trend.  It lost money in Q1, whilst revenue fell 8% due to a decline […]

Pricing for profit

The price of a product is a key factor in determining the profitability of producing and using it. And a transparent pricing structure encourages liquidity, which enables price discovery to take place more easily between buyers and sellers. This is why I have long been a supporter of the London Metals Exchange (LME) initiative to […]

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