Sustainability & Energy Transition
1st Topic of the Week: Electricity inflation exposes why customer-paid power delivery now carries more strategic weight than cheap gas as AI load signs faster
June 12, 2026
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1st Topic of the Week: Electricity inflation exposes why customer-paid power delivery now carries more strategic weight than cheap gas as AI load signs faster
1st Topic of the Week: C-MACC’s Clean Energy Mineral Index added to its 2026 gains in May as copper and aluminum led, showing physical infrastructure
1st Topic of the Week: Ethanol is evolving from a crop-surplus outlet to strategic fuel-security infrastructure as refined-product inflation, export demand, carbon monetization, and refinery
1st Topic of the Week: The critical-minerals race is broadening, with a greater focus needed on processing than mining, as competition targets power, integration, and
1st Topic of the Week: US EV hesitancy and incentive rollbacks ease grid stress, improve alignment with capacity, and safeguard reliability, while Europe struggles with
1st Topic of the Week: In a world of tightening crop markets and surging global demand, can cheap food and cheap low-carbon fuels truly coexist
1st Topic of the Week: Rising rates, falling margins, and investor caution redefine energy strategy—who adapts fast enough: capital-heavy cleantech, margin-thin chemicals, or oil firms
General Thoughts: The global chemical production cost curve reflects a flattening pattern YTD, with futures implying flatter conditions ahead. We discuss the general setting and
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: Global cost curve developments favor lower prices and compressed margins in low-cost regions. We discuss why we are more constructive in global ammonia
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