by C-MACC Research | Feb 12, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 155 “Who’s Fine Is It Anyway”? Everyone Gets Sued; Nothing Gets Done We see significant fiduciary risk for institutional investors participating in legal action to push energy companies to speed the energy transition For oil... 
by C-MACC Research | Feb 5, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 154 Premature Enthusiasm: China’s Economy May Not Balloon in ‘23 We recently noted a more upbeat tone in 2023 expectations, including a revised upward forecast from the IMF – we believe it is too soon to declare victory. Lower... 
by C-MACC Research | Jan 29, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 153 Surprise Surprise! This Earnings Season Features Catching Knives In chemicals and energy, we were dealing with the effect of large numbers and rapidly moving prices and margins in 4Q 2022 – most estimates have been missed.... 
by C-MACC Research | Jan 22, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 152 Run Rabbit Run – The Chinese Rabbit is Fast, but The US Has Muscle The world’s optimists expect the Chinese rabbit to run hard, as its consumer spending helps offset western weakness to lead global economic growth in... 
by C-MACC Research | Jan 15, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 151 Can Europe Afford To Make Chemicals – Can They Afford Not To? European chemical industry competitiveness has been falling for decades – its higher energy prices and decarbonization costs than other regions make it worse.... 
by C-MACC Research | Jan 8, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 150 As Chemical Earnings Fall, Capital Allocation To Chemicals May Rise Like peers in 2022, ExxonMobil and Shell’s chemical business weakness was overwhelmed by record profit elsewhere, but chemical investments are...