General Thoughts: Critical minerals pivot from simple price-recovery bets to resilience math, where capital discipline, restructuring, community license, and carbon intensity increasingly shape competitiveness and
AI-driven stability converts volatile energy and chemical systems into more predictable cash engines, revealing structural advantage patterns that most operators still underestimate in a rapidly
General Thoughts: Low costs, tight global markets, and expectations for another strong corn-planted acreage year in 2026 amid US soybean export uncertainties have favored US
2025 increasingly appears to mark the cyclical and structural bottom in construction materials, as collapsing completions and tightening inventories set the stage for affordability-driven recovery
1st Topic of the Week: The perceived US power supply problems relating to data centers and AI, could be solved by co-locating gas-powered generation with
1st Topic of the Week: It will be an interesting year for ESG and Sustainability focused investors as they face strong but ebbing support in
With weak European consumer spending and weakening spending in the US, where are all the Chinese exports going? Some into inventory as a hedge against
General Thoughts: We discuss global chemical and associated market 2Q24 reports, with many 2H24 outlooks expecting global demand improvement to help counter their disadvantaged positions
General Thoughts: We discuss the US agriculture sector ahead of 2Q24 business updates, considering US corn prices is near a YTD low – we are
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