Critical Minerals
General Thoughts: The C-MACC Clean Energy Mineral Index fell 1% MoM in November, a second consecutive monthly drop, to fall ~11% below its YTD high
December 4, 2024
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General Thoughts: The C-MACC Clean Energy Mineral Index fell 1% MoM in November, a second consecutive monthly drop, to fall ~11% below its YTD high
General Thoughts: The C-MACC Clean Energy Mineral Index fell 3% MoM in October after an uptick in September to reflect a ~10% lower level from
Monthly Update – Critical Minerals – Daily Chemical Reactions Copper – Put Your Pedal to the Metal Rather Than The Equities! Key Findings Exhibit 1:
General Thoughts: The C-MACC Clean Energy Mineral Index modestly declined in August following a sharp decline in July to reflect 11% lower levels from the
General Thoughts: The C-MACC Clean Energy Mineral Index declined ~6% in July to reflect 11% lower levels from the YTD high in May – recent
General Thoughts: The C-MACC Clean Energy Mineral Index declined ~5.5% in June to now reflect gains of ~4% YTD following a ~53% YoY decline in
General Thoughts: The C-MACC Clean Energy Mineral Index was broadly unchanged MoM in May, holding gains of ~10% YTD following a ~53% YoY decline in
General Thoughts: The C-MACC Clean Energy Mineral Index has increased ~10% YTD, following a ~53% YoY drop in 2023, and mineral producer outlooks are unsurprisingly
General Thoughts: The C-MACC Clean Energy Mineral Index has increased only 1.4% YTD, following a ~53% YoY decline in 2023, as energy transition growth failed
General Thoughts: The C-MACC Clean Energy Mineral Index rose 1% MoM in February, marking its first MoM uptick since 2Q23. The index is down 37%
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