No Juice, No Use: Execution Now Powers the Premium In Energy Markets

Companies Mentioned: Albemarle, Rio Tinto, Freeport, Air Liquide, Air Products, BP, Woodside, Fortescue, Envision Energy, Trina Green Hydrogen, Repsol, Linde, Bloom Energy, Oracle, AEP, Republic Services, WM, LSB Industries, CF Industries, ExxonMobil, JERA, Mitsui, Anglo American, Plug Power, Ballard, Nel, GM, Redwood Materials
Commodities Mentioned: Lithium, Copper, Vanadium, Zinc, Rare Earths, Ethanol, Renewable Diesel, Sustainable Aviation Fuel (SAF), Soybean Oil, Corn, Methanol, Ammonia, Hydrogen, Wind, Solar, Water, Polyvinyl Chloride (PVC), Polyethylene (PE), Steel, Liquefied Natural Gas (LNG)

1st Topic of the Week: If EV growth plateaus in the West, could stationary storage become the hinge of critical mineral demand, redefining value through resilience, policy alignment, and grid-centric infrastructure strategy?
2nd Topic of the Week: Final investment decisions no longer define project success, hydrogen’s future now hinges on contracted offtake, capital discipline, and execution speed in a market reshaped by credibility and constraints.
Otherwise – Decentralized power, circularity, carbon arbitrage, and capital discipline are redefining industrial value. Are investors ready for a market governed more by execution velocity than ambition?

Exhibit 1: The C-MACC clean energy mineral price index fell 2% MoM in July, largely retreating to its May 2025 level.