General Thoughts: We discuss critical mineral prices and producer equity performance considering news of Rio Tinto talks to acquire Arcadium Lithium after its equity collapse
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: Western crude oil refinery and integrated ethylene margins have surged YTD relative to Asia amid an array of outages and logistic issues –
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