by C-MACC Research | Oct 1, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 188 With A Little Help From… OPEC+ Drove Sector Performance in Q3 Higher commodity prices drove the outperformance of the energy sector in 3Q23 – a headache for ESG funds, which mostly underperformed during the period. It is... 
by C-MACC Research | Sep 29, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Energy Transition Demand Losing To Global Economic Malaise – Good For Buyers Bad For Investment, For Now Key Points: The decline in critical mineral prices suggests that the macroeconomic backdrop has influenced demand more than energy... 
by C-MACC Research | Sep 29, 2023 | Sustainability, Energy Transition, ESG
C-MACC Weekly Sustainability and Energy Transition Report Do We Have The Energy To Understand ESG Investing? The outperformance and underperformance of ESG and anti-ESG stocks appear primarily based on whether you own oil and gas stocks – other factors seem small.... 
by C-MACC Research | Sep 28, 2023 | Daily Chemical Reactions
Daily Chemical Reaction An Unbalanced World: North American Cost Advantage Drives Output – High-Cost Regions Face Closures Key Points: Rising overseas production costs in 3Q23 spurred a production response from North American manufacturers, and the benefits are much... 
by C-MACC Research | Sep 27, 2023 | Daily Chemical Reactions
Daily Chemical Reaction The Push and The Squeeze – 3Q23 Global Chemical Price Surge To Hurt Downstream Margins In Seasonally Weak 4Q Key Points: Non-integrated commodity chemical and specialty producers faced more input cost pressure in 3Q than planned mid-year due to...