by C-MACC Research | Feb 15, 2023 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) The Black Knight Strikes Again – Constrained at Every Step or Hop There has been plenty of criticism of the EU hydrogen plan – warranted in our view, as the parameters for support are too narrow and will limit...
by C-MACC Research | Feb 9, 2023 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Can Floating Wind Stand Up? Or Will It Sink The Boats? It is seldom the piece of equipment you are focused on that slows down a project; for offshore wind, service companies may be the bottlenecks. As plans accelerate,...
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...