by C-MACC Research | Sep 29, 2023 | Sustainability, Energy Transition, ESG
C-MACC Weekly Sustainability and Energy Transition Report Do We Have The Energy To Understand ESG Investing? The outperformance and underperformance of ESG and anti-ESG stocks appear primarily based on whether you own oil and gas stocks – other factors seem small.... 
by C-MACC Research | Sep 22, 2023 | Sustainability, Energy Transition, ESG, Weekly Thematic
C-MACC Weekly Sustainability and Energy Transition Report Peak Oil Debate Is Complex: Policy Backtracking Supports Oil Use The IEA supply/demand models assume policy can be enacted as stated – the flaw in this approach is that policy could backtrack, and costs are... 
by C-MACC Research | Sep 17, 2023 | Sunday Thematic & Weekly Recap, Sustainability, Energy Transition, ESG
C-MACC Sunday Recap 186 & Sustainability Report 146 So Many Moving Parts: Some Moving The Wrong Way and Some Not Moving Fast Enough – Feedback from Pack Expo and CMA’s WCF For a first effort, CMA put on a well-attended and comprehensive event last week with a... 
by C-MACC Research | Sep 8, 2023 | Sustainability, Energy Transition, ESG, Weekly Thematic
C-MACC Weekly Sustainability and Energy Transition Report Decarbonization Will Take The Last Fizz Out Of Chemical Profits As chemical industry margins fall globally, the expense of options to decarbonize becomes a larger portion of a smaller capital pie – maybe too... 
by C-MACC Research | Sep 1, 2023 | Sustainability, Energy Transition, ESG, Weekly Thematic
C-MACC Weekly Sustainability and Energy Transition Report The ExxonMobil 2050 View Exposes Flaws in The Renewable Plan ExxonMobil’s view of energy supply in 2050 should be taken seriously by all because its hydrocarbon forecast is driven by shortfalls elsewhere – we... 
by C-MACC Research | Aug 25, 2023 | Sustainability, Energy Transition, ESG, Weekly Thematic
C-MACC Weekly Sustainability and Energy Transition Report With A Little Help From My Friends: How We Drive Global Progress As COP28 approaches, we would expect the social environmental justice piece to take center stage as emission reduction must include the...