Q2 2023 Energy and NaOH Market Prices Analysis slide image

Q2 2023 Energy and NaOH Market Prices Analysis

Chinese viscose inventories are back under control, but downstream inventories remain elevated China VSF inventories, Inventory days US apparel inventories1 (retail and wholesale), USD bn 35 2023 110 2023 2022 105 50 30 100 2015-2019 25 | range & average 95 90 20 20 85 80 15 75 70 10 65 5 60 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dez Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Non-exhaustive 2022 | 2012-2019 range & average Lenzing NOTE: 1 Including inventories in both retail and wholesale. Retail inventories for NAICS 448 (Clothing and clothing access. Stores), wholesale inventories for NAICS 4243 (Wholesale of Apparel, Piece Goods & Notions). Not adjusted for seasonal variation and trading-day differences. In current prices www.lenzing.com SOURCE: CCFG, US Census (accessed July 27, 2023) 1 August 2023 - 7 Innovative by nature
View entire presentation