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Tag: Canadian Natural Resources
Sustainability & Energy Transition
A Dirtier COP Than Planned: Most Pledges In Handcuffs

1st Topic of the Week: With COP30 exposing more global policy and compliance fractures, capital deployments across most climate strategies carry elevated risk, promoting selective

November 21, 2025 No Comments
Sunday Executive Summary
In Energy Markets, Scarcity Is the New Alpha

Clean energy minerals have underdelivered against narrative hype, with lithium down, prices anchored near marginal cost, and forecasts consistently failing to grasp the gritty, sobering

June 1, 2025 No Comments
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