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C-MACC Sunday Thematic & Weekly Recap 193
Taking The Downturn Seriously: Most Are Getting There, Slowly
- As we reach the tail end of earnings season, we see examples of feedstock advantages providing a competitive edge and global competition intensifying.
- Companies are beginning to rethink strategy and revising cost reduction targets upwards, but we think much more will come in a more challenging 2024.
- Meanwhile, as energy transition economists sound alarm bells on critical metal supply, their prices are falling, and incentives to invest are decreasing with them.
- We look at midstream and E&P growth plans that include investing in more production and distribution of NGLs and question where it will go. More Olefins?
- In our hydrogen work, we look at how little investor support the sector has and at strategies for oil companies – all of which attract a hate group.
Last week, we discussed 29 Chemicals and Related Products and 137 Companies.
See PDF below for all charts, tables and diagrams