Critical Minerals
General Thoughts: The C-MACC Clean Energy Mineral Index declined ~5.5% in June to now reflect gains of ~4% YTD following a ~53% YoY decline in
July 3, 2024
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General Thoughts: The C-MACC Clean Energy Mineral Index declined ~5.5% in June to now reflect gains of ~4% YTD following a ~53% YoY decline in
C-MACC Co-Founder Graham Copley will host a webcast to discuss the global ethylene market, likely rationalizations, and the China factor on January 9 at 9
More production capacity, cheap availability from China, more new entrants, and much higher borrowing rates paint a worrying picture for EVs in 2024.
The net
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