Sun to Me: Prospects Brighten As Critical Minerals Tighten

C-MACC Weekly Sustainability and Energy Transition Report

Sun to Me: Prospects Brighten As Critical Minerals Tighten

• 1st Topic of the Week: Recent mineral-market shifts reveal tightening copper and lithium balances, rising geopolitical risk, strategic mispricing, and more project delays; will scarcity-driven concerns intensify in 2026?
• 2nd Topic of the Week: Project suspensions, tightening gas spreads, and fragile hydrogen offtake expose a blue sector to real stress testing despite elevated downstream ammonia prices, challenging those who adapt fastest.
• Otherwise – investors confront rising power system strain as natural gas prices rise amid expanding demand prospects, battery materials overshoot, CCS momentum slows, and industrial decarbonization pathways shift.

Exhibit 1: C-MACC clean energy minerals index rises for the third consecutive month amid renewed market optimism.

Source: Bloomberg, C-MACC Analysis, December 2025

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