by C-MACC Research | May 3, 2023 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Are the ESG Investors & Activists Shooting Themselves In the Foot? If European investors lose faith in ESG investing, there is a long way down given assets under management – activists and changing... 
by C-MACC Research | May 3, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Bejeweled – Critical Mineral Market Optimism Remains High Despite Price Pullback, Will Supply Be There? Key Points: The C-MACC Clean Energy Minerals Monthly Price Index fell ~6% MoM in April to reflect a 34% lower YTD level, with falling... 
by C-MACC Research | May 2, 2023 | Daily Chemical Reactions
Daily Chemical Reaction American Pie – North American Energy Advantage Tasty, But Some Still Passing Gas To Tighten Derivative Supply Key Points: Oversupplied global markets in some chemicals, such as polyvinyl chloride and ammonia, have pinched near-term profits and... 
by C-MACC Research | May 2, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Build Me Up Buttercup Key Points: US spot polyvinyl chloride (PVC) prices are lower YTD, while many peer polymers have risen amid outages. We think US PVC reflects less downside risk and more rebound potential than most... 
by C-MACC Research | Apr 26, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Heavy Metal Lover: Lithium Is Light, But It is Weighing Down on Policy and Investment Decisions Key Points: The considerable downward pressure on global lithium prices YTD will likely push the C-MACC critical mineral index for April lower MoM,...