by Research | Apr 20, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) The Need to Count Carbon – All Things Renewable Are Not Good The route to renewable fuels and materials is not as simple as using a plant-based input, and carbon sources and sinks matter. The need for audits will... 
by Research | Mar 2, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Energy Transition and Energy Security are Not Mutually Exclusive Governments in the West are going to have to adapt policies around energy transition such that they also address energy security – Russia’s actions show... 
by Research | Feb 16, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) New Energy Transition Valuations Hindered By Inflation Fears A significant observation from 4Q business updates is the variation in results and expectations that, in many cases, have changed notably relative to six... by C-MACC Research | Feb 13, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 105 Chemical demand may exceed most 2022 expectations As companies report much stronger 4Q demand and a strong start to 2022, we question how much is real and how much is an inventory rethink. A strong “protective” inventory... by Research | Feb 9, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Government ESG/Energy Inaction Will Drive More Inflation The lack of ESG definitional oversight will cause investors and fund managers issues when it eventually emerges, but it is currently most risky for corporates....