by C-MACC Research | Dec 3, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 197 Oil versus Equities – Sending Very Different Messages for 2024 The lack of reaction in oil prices to the proposed new OPEC cuts suggests that the oil market is paying far more attention to weakening demand than before. By... 
by C-MACC Research | Nov 26, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 196 Origin Materials: Making Tough Choices Many Others Are Avoiding As the global financial backdrop deteriorates for those needing capital, large and small, cash management has become more critical – it is not a time to... 
by C-MACC Research | Nov 19, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 195 Fair Trade! Better China Relationships Help All, but Especially China Improving relationships with China is imperative to meet energy transition goals globally, but it may worsen competitiveness in the West and enhance... 
by C-MACC Research | Nov 5, 2023 | Sunday Thematic & Weekly Recap
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... 
by C-MACC Research | Oct 29, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 192 Too Hot To Handle: If Climate Change Is Real, We May Be Screwed In our view, those calling for a quick end to fossil fuel use and simultaneously vilifying the oil and gas industry are likely condemning energy transition to...
