
Into The Mystic: War Premiums Lost Their Magic, Minerals Show Their Mettle
General Thoughts: June’s C-MACC Clean Energy Mineral Index pullback shows buyers paused after fossil-energy premiums faded, leaving each mineral to find support in its own supply-demand balance.
Supply Chain/Commodities: Aluminum’s sell-off shifts attention from LME relief to delivered-cost risk, where power contracts, regional premiums, and restart economics decide industrial buyer






