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Critical Minerals Sourcing Rises Against Trade Troubles

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How The U.S. Clean Energy Industry Can Navigate The Policy Void

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China lithium carbonate spot prices and spodumene spot prices were lower the past month, touching on a 4-year low. Read more on the latest lithium market updates.

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S&P Global Commodity Insights discusses consensus price forecasts for industrial and precious metals, including platinum group metals, amid broader market trends.

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Policy momentum drove uranium investments in May, with double-barreled U.S. policy actions in the form of a tax bill and multiple executive orders.

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With nearly 70% of global rare earth production and more than 90% of processing taking place in China, the world remains heavily reliant on the country for rare earth element supplies.

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How The U.S. Clean Energy Industry Can Navigate The Policy Void

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Who Will Benefit From Deregulation?

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American Superconductor is up 20% YTD with strong growth potential, but steep valuations, insider selling, and dilution risks suggest it's a HOLD. Read my AMSC thesis.

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For investors watching the energy transition unfold, the surge in prices of compliance credits known as D3 renewable identification numbers tells an important story.

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Matching assets to long-term liabilities without compromising on return potential can be a challenge for insurers with long-duration liabilities.

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Globally, policymakers are balancing energy security, reliability and affordability with environmental goals. Click to read.