Sustainability & Energy Transition
1st Topic of the Week: We discuss the Trump pause in IRA funding and likely upcoming shifts to this incentive package, highlighting our positive view
February 21, 2025
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1st Topic of the Week: We discuss the Trump pause in IRA funding and likely upcoming shifts to this incentive package, highlighting our positive view
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
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