by Research | Dec 8, 2023 | Sustainability, Energy Transition, ESG
C-MACC Weekly Sustainability and Energy Transition Report ESG Investing Losing Favor; As Profits Fall Do Companies Lose Faith ESG investing is dying, not because of “anti-woke” but because of poor definition The idea has been focused on making investors feel good... 
by Research | Nov 10, 2023 | Sustainability, Energy Transition, ESG
C-MACC Weekly Sustainability and Energy Transition Report Rules and Ideals vs Objectives – Should All Plastic Be Recycled? Not enough consumers want to pay higher prices for recycled polymers, placing a low value on the hydrogen content – could fuel subsidies attract... 
by C-MACC Research | Nov 8, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Stuck In The Middle With You – European Specialties Hit By High Costs, Low Demand; US Propylene Strength To Fall Key Points: The US spot polymer-grade propylene (PGP) prices have surged higher amid rising crude oil values in 3Q23 and outages –... 
by C-MACC Research | Nov 7, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Oil Prices or Outages Likely Need To Increase To Spur Global Restocking; 1H24 Could Resemble 2H23 More Than 1H23 Key Points We remain more confident in supply improvement and the slope of the global chemical cost curve staying in favor of... 
by C-MACC Research | Nov 1, 2023 | Daily Chemical Reactions
Daily Chemical Reaction China Oversupply Holds More Risk Than Rewards, Global Economic Pressures Weigh On Energy Transition Demand Key Points: Low prices and high financing costs are stalling energy transition and chemical sector growth investments in a weak...