by Research | Dec 8, 2023 | Sustainability, Energy Transition, ESG
C-MACC Weekly Sustainability and Energy Transition Report ESG Investing Losing Favor; As Profits Fall Do Companies Lose Faith ESG investing is dying, not because of “anti-woke” but because of poor definition The idea has been focused on making investors feel good... 
by Research | Nov 15, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Prices Inflation Is Slowing, But Will It Result In Demand Growing? Meanwhile, It’s Negative For Manufacturers Key Points: Global price inflation has slowed in 2H23, as shown recently in US and other country reports, but it is much more positive... 
by Research | Nov 10, 2023 | Sustainability, Energy Transition, ESG
C-MACC Weekly Sustainability and Energy Transition Report Rules and Ideals vs Objectives – Should All Plastic Be Recycled? Not enough consumers want to pay higher prices for recycled polymers, placing a low value on the hydrogen content – could fuel subsidies attract... 
by Research | Aug 4, 2023 | Daily Chemical Reactions
Daily Chemical Reaction A Change Is Gonna Come – Most Expect Weak 2H Before Rebound Next Year, Typical View Amid Soft 3Q Conditions! Key Points: Most chemical producers anticipate a weak 2H23 before improvement in 2024 – we view some markets, such as fertilizer and... 
by Research | Jul 28, 2023 | Sustainability, Energy Transition, ESG, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) What If We Got Consensus? Thoughts on a Climate-Focused World We depart from our norm to start this week, as we look at rising severe weather events and question what would happen if the World agreed on climate risk,...