by C-MACC Research | Feb 2, 2023 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Oil Companies – Buybacks/Chemicals Worth More Than CCS? As the oil companies print cash and post record annual earnings, not enough is being spent on energy transition: shareholders like this – activists hate it.... 
by Research | Jan 25, 2023 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Power Base: We Are Sailing Too Close to The Wind (and Sun) The Europeans are closer to wind and solar tipping points and are concerned about baseload power and the exorbitant cost of getting there with wind and solar.... 
by C-MACC Research | Jan 19, 2023 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Packaging: Spoilt for Choice but Choice Spoiling Progress What may look like procrastination in the packaging industry is likely more about too many options for more sustainable solutions and reluctance to choose.... 
by C-MACC Research | Jan 12, 2023 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Oil and Gas Have The Cash – How Much Goes To Energy Transition? Redirecting oil and gas profits to energy transition-led investments makes sense in concept – creating a high return on investment backdrop would open... 
by C-MACC Research | Jan 5, 2023 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Power Struggle – Likely the Phrase of the Year for 2023! Renewable power is likely to be supply constrained for the next decade at least, with the desire for it eclipsing availability, potentially driving costs higher.... 
by C-MACC Research | Dec 29, 2022 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) A Spending Spree in ‘23 – But Profitable? Selectively Maybe More money will pour into energy transition and broader sustainability in 2023 than in 2022, but this does not mean it’s investible – profits could be scant....