
Show Me the Money: Transition Markets Put Ambition Through the Earnings Test
1st Topic of the Week: Critical mineral markets show that higher prices alone are insufficient when new supply still depends on financing, reliable production, or
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1st Topic of the Week: Critical mineral markets show that higher prices alone are insufficient when new supply still depends on financing, reliable production, or

General Thoughts: Wide energy-cost gaps are filtering capital toward projects that secure advantaged inputs and credible demand before infrastructure constraints or policy shifts materially dilute

General Thoughts: US polymer prices remain well above monomer prices, but the retreat from 2026 highs gives strategy teams little reason to reopen broad growth

General Thoughts: Across copper, lithium, LNG, and AI infrastructure, the strongest economics accrue to companies that control the commercial decisions turning favorable market conditions into
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