Macro and Markets
If you enjoy our content and would like to support our work, we make additional content available for our donors. If you’re interested in gaining access to our Premium Donor distribution, please feel free to reach out to us here for more information. Our Scenarios For The Dot Plot
Summary Since the passage of the Inflation Reduction Act, efforts to secure the supply of energy transition commodities have intensified considerably. The Biden Administration has announced prizes, research and development initiatives, and loans for recovery projects to improve the U.S. supply chain for critical minerals. Other advanced economies are