Sustainability & Energy Transition
1st Topic of the Week: Electricity inflation exposes why customer-paid power delivery now carries more strategic weight than cheap gas as AI load signs faster
June 12, 2026
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1st Topic of the Week: Electricity inflation exposes why customer-paid power delivery now carries more strategic weight than cheap gas as AI load signs faster
General Thoughts: The C-MACC Clean Energy Mineral Index rose 1% MoM in February, marking its first MoM uptick since 2Q23. The index is down 37%
China has imported ~20% more discounted Russian crude oil YTD in 2023 compared to 2022, a benefit to its global petrochemical production cost position and
The C-MACC Clean Energy Minerals Monthly Price Index was unchanged MoM in January, and we anticipate continued support in 1H23, though some materials will stay
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