Structure, not scale, determines valuation, capital access, and resilience as oversupply, policy volatility, and higher rates punish complexity yet reward clarity, focus, optionality, disciplined execution,
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
General Thoughts: We discuss critical mineral prices and producer equity performance considering news of Rio Tinto talks to acquire Arcadium Lithium after its equity collapse
Daily Chemical Reaction Lovin’ You To Pieces – A Tough Setting To Unlock Value, But Still Likely The Right Move For BASF! Key Findings Exhibit
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: C-MACC Co-Founder Graham Copley’s meetings in Europe this week suggest there is as much worry about China in Europe as in the US
General Thoughts: Global chemical production significantly grew YoY in 4Q23, and this momentum continued into 2024 in the West and China: this suggests oversupply if
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