Critical minerals diverge as electrification costs fall structurally, confirming inputs are no longer the binding constraint and decisively shifting advantage toward systems that deliver reliable
General Thoughts: Western governments and news agencies appear mainly focused on absolute inflation levels, but relative inflation levels are the most likely to impact trade
The decline in critical mineral prices suggests that the macroeconomic backdrop has influenced demand more than energy transition growth. Lower prices favor stalling growth investments.
Two significant observations from Pack Expo are that price visibility in the US polyethylene (PE) market is low, and the importance of plastic producer alignment
US polyethylene (PE) producers are pushing for contract price hikes in August, which we think will further delay a much-needed non-market adjustment based on global
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