by C-MACC Research | Mar 9, 2023 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Will The New World Bank Please Step Forward – CERA Early Read The sense of urgency around energy transition is apparent in almost every aspect of CERA week this year, something that was barely mentioned 5 years ago.... 
by C-MACC Research | Mar 5, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 158 Que SERA CERA! Energy & Transition Players Ready For Debate! Both C-MACC co-founders will attend CERAWeek. Our initial view of the agenda suggests a heavy focus on energy transition, but other relevant themes are... 
by C-MACC Research | Mar 3, 2023 | Daily Chemical Reactions
Daily Chemical Reaction You Gave Me A Mountain – After Reaching A 2022 Price Peak, The C-MACC Clean Mineral Index Faces High Altitude Risk(s) Key Points: The C-MACC Clean Energy Minerals Monthly Price Index fell 17% MoM in February, led lower by lithium and cobalt... 
by C-MACC Research | Feb 26, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 157 GOOOAAAAL! INEOS Scores Again – Thanks For The Validation Our theme around the possible need for backward integration for all basic chemical producers as energy transition evolves was validated by INEOS this week. INEOS is... 
by C-MACC Research | Feb 23, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Hot Pursuit – North American Cost Advantage Spurs Investment, Varied Constraints Emerge for Some Key Points: The North American chemical producer cost advantage remains significant relative to overseas peers, as is the case for domestic energy...