Critical Minerals
General Thoughts: The C-MACC Clean Energy Mineral Index declined ~6% in July to reflect 11% lower levels from the YTD high in May – recent
August 7, 2024
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General Thoughts: The C-MACC Clean Energy Mineral Index declined ~6% in July to reflect 11% lower levels from the YTD high in May – recent
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
Building & construction product producers stand to benefit if the shortage of houses on the market spurs new home development, despite higher interest rates/lower buyer
North American petrochemical margins have improved YTD, but volume trends suggest most producers are still at sub-optimal rates despite the global cost curve shifting further
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