by C-MACC Research | Jan 19, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Sustainable Fuels – Fields of (Achievable) Dreams Renewable fuels have a very bright future in our view, but the focus will likely move away from capturing high credits like LCFS towards aviation fuel globally.Despite... by C-MACC Research | Jan 12, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Hydrogen – Hype, Hope, and Headlines We introduce our hydrogen stock index and make a constructive investment case for equipment makers, which comprise most of the index today. Green hydrogen producers with... by C-MACC Research | Jan 5, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) The Evolution Of the Plastic Industry Could Stall in 2022 Lower polymer prices in 2022 could reduce the incentive to recycle, especially in the US, with the direction of polymer prices likely to impact recycling... by C-MACC Research | Dec 29, 2021 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) 2022 – Policy Key, But Inflation Will Distract – Maybe Beneficially Our ESG and climate coverage in 2021 was generally balanced but trended more toward policy in 2H21, partly due to holes left by COP26 and also due to... by C-MACC Research | Dec 22, 2021 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Coal – The Cheapest Blue Hydrogen: Heresy Or Common-Sense? As the “Build Back Better” plan looks less likely in the US we would expect compromises that provide greater opportunities for “clean” US fossil... by C-MACC Research | Dec 15, 2021 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Low Carbon Polymers – Likely To Surprise To The Upside As the world iterates towards the best methods for plastic waste disposal, the volume available to recycle in original use will likely fall significantly short of...