by C-MACC Research | Aug 4, 2023 | Sustainability, Energy Transition, ESG, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) COP28 – What Should We Expect – Oil and Gas vs Everyone Else? Just because the host of COP28 is a NOC does not mean that the meeting will be a defense of fossil fuels, but it might be, and you could argue that it... 
by C-MACC Research | Aug 1, 2023 | Hydrogen Economy Update
C-MACC Hydrogen Weekly Update 5 Wait For Technology vs Making The Most of What We Have Key Points Some of the technological breakthroughs that many hope for with hydrogen will likely not happen without scaling what we have now and developing an industry that can learn... 
by C-MACC Research | Jul 19, 2023 | Daily Chemical Reactions
Daily Chemical Reaction What Am I Gonna Do With You? Existing European Asset Base Significant, Strategic Activity Far From Over Key Points: The European chemical industry is cost-disadvantaged, and its end markets are mostly mature, but its sizable existing production... 
by C-MACC Research | Jul 14, 2023 | Daily Chemical Reactions
Daily Chemical Reaction T-R-O-U-B-L-E – Global Chemical Price Weakness Well Known, 2H23 Margin Risk Still Higher Than Most Envision Key Points: Polymer price weakness relative to 1H23 highs is well known, and most expect a weak market in 2H23. Feedstock cost... 
by C-MACC Research | Jul 3, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Diamonds and Rust Key Points: The C-MACC Clean Energy Minerals Monthly Price Index rose 4% in June, marking the first MoM uptick of 2023 – clean energy mineral markets appear poised for support in 2H23 after a weak 1H23....