by C-MACC Research | Jun 7, 2023 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Lawyer Up: With ESG Initiatives Losing Steam, Enter the Lawyers As we watch the “anti-woke” lobby in the US cause investors to step back from the responsibility they should never have wanted in the first place; enter...
by C-MACC Research | May 31, 2023 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Chocolatewashing – What benefit does new Mars wrapper bring? A story picked up by the BBC discusses Mars trialing paper wrappers for the Mars Bar in the UK; the claims of carbon neutrality concern more than the waste...
by Research | May 25, 2023 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Promises: Hard To Keep Climate Pledges When They Can’t Work The G7 is facing criticism for its failure to set firm deadlines on the phasing out of coal and natural gas – the real focus should still be on emission...
by C-MACC Research | May 17, 2023 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Electric Avenue: EV Competition Means Off-Ramp For Some Several years ago, we created a group of “new energies/sustainability” stock indices, starting on 1/1/2019 – the EV index is the worst performer, despite Tesla....
by C-MACC Research | May 10, 2023 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Sequestering Competitive Advantage – The Best of the IRA The most interesting part of the IRA from a US competitiveness perspective was likely already in place with 45Q – the IRA just raised the value enough to matter....
by C-MACC Research | May 3, 2023 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Are the ESG Investors & Activists Shooting Themselves In the Foot? If European investors lose faith in ESG investing, there is a long way down given assets under management – activists and changing...