Critical Minerals
General Thoughts: The C-MACC Clean Energy Mineral Index fell 53% in 2023, closing the year at YTD low, as energy transition growth failed to offset
January 3, 2024
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General Thoughts: The C-MACC Clean Energy Mineral Index fell 53% in 2023, closing the year at YTD low, as energy transition growth failed to offset
The price of manufactured goods in the US faces downward pressure into year-end amid lower global input costs – crude oil price strength is a
We are more concerned about chemical demand than supply in 2023. A steepening of global production cost curves may help offset tepid demand in support
Western market consumers faced much greater price inflation than those in Asia in 2022, and most expect it to occur again in 2023. A plus
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