Persistent European premiums over Henry Hub confirm LNG marginal clearing as the dominant marginal price-setting mechanism, anchoring US export-linked gas economics and long-cycle infrastructure returns.
1st Topic of the Week: With scrap still dominant and China’s costs falling, Western battery recyclers are forced to secure contracts, utilization, and pricing power
Rising overseas production costs in 3Q23 spurred a production response from North American manufacturers, and the benefits are much more pronounced for this group than
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