9 segments · 33 companies

Chemicals & Basic Materials

−5.8%chain · 1M

Resources, processing and specialty products serve packaging and industry; commodity prices and product demand transmit separately.

The Chemicals & Basic Materials covers 9 segments and 33 companies, 0 of them chokepoints.
Over the past month the chain's median listed company returned −5.8%, against 0.0% for the S&P 500.
The strongest segment is Basic chemicals (+7.3%) and the weakest Rare earths & magnets (−31.2%), a 38.5-point spread.

The chain, stage by stage

Upstream on the left, end demand on the right. Figures are 1-month returns; the segment shows its median.

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Chemicals & gasesMetals & mineralsPaper & packaging

Resources & feedstocks

Metals & mineral extraction−12.5%

NEM−7.9%FCX−7.3%ALB−19.1%AEM−8.0%AU−12.5%B−7.1%FNV−8.9%LAC−28.7%SGML−23.1%SQM−16.7%WPM−14.1%

Rare earths & magnets−31.2%

MP−22.6%USAR−39.8%

Basic processing

Basic chemicals+7.3%

DOW+7.7%LYB+6.8%

Steelmaking+7.1%

NUE+7.9%STLD+6.2%

Specialties & packaging

Industrial gases+6.8%

LIN+7.7%APD+5.8%

Specialty chemicals+2.2%

DD+1.8%ECL+4.3%IFF+6.1%PPG+2.2%003670.KS−3.9%

Paper & fiber packaging−5.8%

SW−10.7%PKG+0.3%IP−5.8%

Containers & labels+4.7%

AMCR+4.7%BALL+7.0%AVY+4.0%

Industrial & consumer demand

Industry, consumer & investment demand−8.4%

CAT−8.4%GM−8.8%PG+5.8%

Which segments are leading

Median price return of the listed companies in each segment.

1M3M12M

Basic chemicals+7.3%

Steelmaking+7.1%

Industrial gases+6.8%

Containers & labels+4.7%

Specialty chemicals+2.2%

Paper & fiber packaging−5.8%

Industry, consumer & investment demand−8.4%

Metals & mineral extraction−12.5%

Rare earths & magnets−31.2%

S&P 5000.0%

Metals & mineral extraction+9.7%

Specialty chemicals+9.5%

Steelmaking+6.4%

Containers & labels+6.2%

Industrial gases+0.8%

Basic chemicals+0.4%

Paper & fiber packaging−5.1%

Industry, consumer & investment demand−5.7%

Rare earths & magnets−21.9%

S&P 500+4.7%

Steelmaking+82.8%

Basic chemicals+44.3%

Industry, consumer & investment demand+31.8%

Specialty chemicals+22.6%

Metals & mineral extraction+19.0%

Industrial gases+16.1%

Containers & labels+12.9%

Paper & fiber packaging−1.0%

Rare earths & magnets−60.0%

S&P 500+15.8%

Key numbers

US capacity utilization, August76.3%Federal Reserve G.17 · Industrial production, August 2026

Sources

USGS · Mineral Commodity Summaries 2026 2026-10-07（查阅）
Federal Reserve · Industrial Production and Capacity Utilization 2026-10-07（查阅）
Federal Reserve G.17 · Industrial production, August 2026 2026-09-18

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Chemicals & Basic Materials

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