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...
by C-MACC Research | Jan 5, 2023 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Power Struggle – Likely the Phrase of the Year for 2023! Renewable power is likely to be supply constrained for the next decade at least, with the desire for it eclipsing availability, potentially driving costs higher....
by C-MACC Research | Jan 2, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 149 2023 – In The Frying Pan – But Heading Into The Fire, Maybe! 2023 is off to a bad start with low margins (but maybe not low enough) and global operating rates reflecting significant oversupply, which could worsen. North...
by Research | Dec 21, 2022 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) What we learned in 2022. Practice is much harder than theory As companies and governments have moved from plans to actions in 2022, progress has been slower and more expensive than many expected – so goes 2023....
by Research | Dec 15, 2022 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Carbon Capture – Another Government-Led Disappointment? As calls for more CCS grow in Europe and the US, there are signs that the most significant impediments might be regulatory approvals and legal challenges....