1st Topic of the Week: Oil-corn price dispersion is reviving the policy case for permanent E15 expansion. Could energy inflation accelerate ethanol demand faster than
Depressed oil-to-gas ratios and elevated soy-to-corn prices shift chemical-sector risk profiles: commodity chemical underperformers in 2025 face low expectations in 2026, whereas agriculture faces the
General Thoughts: Feedstock convergence, rising USGC ethane risk, and disappearing European carbon buffers accelerate petrochemical restructuring, squeezing INEOS Project One and advantaged Asian ethane importers.
1st Topic of the Week: The critical-minerals race is broadening, with a greater focus needed on processing than mining, as competition targets power, integration, and
1st Topic of the Week: The IMO’s upcoming vote could redefine global shipping fuels by turning clean ammonia from costly outlier to compliance cornerstone, but
C-MACC Weekly Sustainability and Energy Transition Report Love You Madly: From Wasted Heat To Certified Returns Exhibit 1: Industrial waste heat recovery can transform an
General Thoughts: Energy–agriculture linkages redefine global competitiveness and cost trajectories, reshaping inflation pathways, trade flows, investment decisions, and strategic resilience in late 2025 and 2026.
Global resin trade is fragmenting under tariffs, compliance costs, and asymmetric capacity additions, making “domestic-first” logic obsolete and exposing leaders without international scope to lasting
1st Topic of the Week: Low-carbon ammonia is a pragmatic decarbonization tool—connecting energy, agriculture, and hydrogen—as policy fragments and capital shifts; low-cost producers with global
1st Topic of the Week: We discuss the Trump pause in IRA funding and likely upcoming shifts to this incentive package, highlighting our positive view
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