Critical Minerals
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
April 3, 2024
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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
General Thoughts: Regional production outages and logistic issues are causing significant commodity chemical supply imbalances in some regions, putting their non-integrated buyers at risk in
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