October 8, 2024

Day: October 8, 2024

Global Market Analysis

Global Corporate Restructuring & Strategic Alignment Activity Stays Elevated; Everything That Glitters Is Not Gold

General Thoughts: We discuss critical mineral prices and producer equity performance considering news of Rio Tinto talks to acquire Arcadium Lithium after its equity collapse

October 8, 2024 No Comments

The Hydrogen Economy

It’s About Money – Pricing Is Driving Cancellations, Not Demand: Demand Is There at the Right Price!

When we see companies canceling projects because “demand” is not there, they really mean that they cannot get the economics to work such that someone

October 8, 2024 No Comments

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Day: October 8, 2024

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