Terms of Power: Prices Move, Contracts Decide Who Gets Paid

C-MACC Weekly Sustainability and Energy Transition Report

Terms of Power: Prices Move, Contracts Decide Who Gets Paid

• 1st Topic of the Week: Critical mineral buyers should negotiate around specific supply risks, because lower quotations can coexist with costly legacy inventory and uncertain contracted delivery schedules.
• 2nd Topic of the Week: LEGO’s renewable methanol purchases demonstrate hydrogen demand beyond ammonia, with selective substitution limiting the premium’s impact on finished product costs.
• Additionally, transition growth rewards different businesses at different stages: reserved capacity can earn revenue before industrial customers secure the sales needed to justify investment.

Exhibit 1: Critical Mineral Price Divergence Makes Contract Terms More Useful Than Broad Transition Forecasts.

Source: Bloomberg, C-MACC Analysis, October 2026

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