1st Topic of the Week: As global critical mineral markets tighten and policy shifts accelerate, will tailings valorization remain overlooked, or emerge as the decisive
Global Market Analysis Optionality Engineered: Strategic Shifts Forge Disciplined Path to Returns Key Findings Exhibit 1: Berkshire’s acquisition of Oxychem bolsters Oxy’s financials in exchange
General Thoughts: We discuss the US agriculture sector ahead of 2Q24 business updates, considering US corn prices is near a YTD low – we are
General Thoughts: We discuss US avg. spot polypropylene (PP) prices relative to domestic spot propylene (PGP), avg. NW Europe and Asia levels, and global cost-curve
After the commodity price surge of 2021-2022, many producer equity values have followed their respective commodity prices lower in 2023 – an abrupt rebound in
The considerable downward pressure on global lithium prices YTD will likely push the C-MACC critical mineral index for April lower MoM, though its other components
We depart from our CERAWeek meetings with greater confidence that energy and chemical sector strategic ties will strengthen as value-chain integration benefits increase this decade.
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