C-MACC Sunday Thematic & Weekly Recap 158
Que SERA CERA! Energy & Transition Players Ready For Debate!
- Both C-MACC co-founders will attend CERAWeek. Our initial view of the agenda suggests a heavy focus on energy transition, but other relevant themes are present.
- Following a year of high energy prices, record profits for many, and discussions around energy security as much as energy transition – unknowns dominate.
- We are most interested to hear what energy producers plan to do with surplus hydrocarbons as transport fuel demand declines – will it be more chemicals?
- Many of our meetings at CERA will also focus on our run-of-river hydropower project on the MS river – it could develop to be the largest of its kind globally.
- Otherwise, this week we discussed relevant commodity movements, put forth our view that deglobalization is bad for climate change, and other relevant themes.
See PDF below for all charts, tables and diagrams
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