Shake Your Tailfeather: Dancing From Waste To Resilience

C-MACC Weekly Sustainability and Energy Transition Report

Shake Your Tailfeather: Dancing From Waste To Resilience

• 1st Topic of the Week: As global critical mineral markets tighten and policy shifts accelerate, will tailings valorization remain overlooked, or emerge as the decisive lever redefining global supply resilience?
• 2nd Topic of the Week: As ammonia markets strengthen and policy credibility fractures, is certified blue hydrogen becoming a temporary hedge or permanent market anchor as green lingers on scale, certainty, and demand?
• Otherwise, hyperscale power, recycling scale-ups, electrochemical DAC efficiency, and ethanol CI arbitrage redirect ESG capital toward grid resilience, cash yields, and governance-aligned decarbonization efforts.

Exhibit 1: C-MACC clean energy mineral index rises 2% MoM, up 10% in 2025; copper outperforms lithium YTD.

Source: Bloomberg, C-MACC Analysis, October 2025