by C-MACC Research | Dec 1, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Weak Global Economy Weighs On Energy Transition Material Growth – Bad For Investment, Sets Stage For Future Inflation Key Points The C-MACC Clean Energy Mineral Index fell to a new YTD low in November, as weak economic conditions influence... 
by C-MACC Research | Nov 26, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 196 Origin Materials: Making Tough Choices Many Others Are Avoiding As the global financial backdrop deteriorates for those needing capital, large and small, cash management has become more critical – it is not a time to... 
by C-MACC Research | Nov 21, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Less Gobble, More Wobble – Polymer Prices Weaken As Feedstocks Fall, Supply Rises, Buyer Urgency Bobbles Lower Key Points Higher crude oil prices and outages spurred a polymer price rebound in 3Q23 – many prices are still well above... 
by C-MACC Research | Nov 17, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Xi Gon’ Give It To Ya – China Has Low Prices And Is Formidable In Clean Energy, Not Good For The West Key Points North American chemical producers have a sizable cost advantage relative to Europe and Asia – the benefits of... 
by C-MACC Research | Nov 17, 2023 | Sustainability, Energy Transition, ESG
C-MACC Weekly Sustainability and Energy Transition Report COP28: Financing Headaches Are Not Only in Developing Countries In our somewhat provocative “bankruptcy” webcast yesterday, we looked at the consequences of delays and rising capital costs in multiple...