Sustainability & Energy Transition
1st Topic of the Week: Aluminum is earning a deliverability premium as power costs rise and buyers pre-cover supply, which we expect to widen dispersion
April 10, 2026
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1st Topic of the Week: Aluminum is earning a deliverability premium as power costs rise and buyers pre-cover supply, which we expect to widen dispersion
Integration isn’t a choice—it’s the new competitive design. Fragmented US models absorb volatility; state-aligned systems deflect it, reallocating shocks and defending margins through unified industrial
1st Topic of the Week: Low-carbon ammonia is a pragmatic decarbonization tool—connecting energy, agriculture, and hydrogen—as policy fragments and capital shifts; low-cost producers with global
General Thoughts: Global natural gas prices have declined on an absolute basis and relative to Western power prices since 2H23, boosting blue and grey hydrogen
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