Global Market Analysis
The C-MACC Clean Energy Mineral Index fell to a new YTD low in November, as weak economic conditions influence demand more than energy transition growth
December 1, 2023
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The C-MACC Clean Energy Mineral Index fell to a new YTD low in November, as weak economic conditions influence demand more than energy transition growth
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
While all eyes are on China as the growth engine for 2023, its costs are high, and North America has the availability and cost advantage
Commodity chemical producers lacking feedstock integration face difficult choices as the energy sector expands downstream, pressuring non-integrated chemical returns.
The North American petrochemical producer cost
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