Volatility has transcended cycle theory to become global industrial gravity, where policy cadence, not demand elasticity, dictates profitability, capital sequencing, and the new tempo of
1st Topic of the Week: Carbon should be considered a strategy instead of waste. Can industries mastering capture, re-use, and integration turn decarbonization from a
st Topic of the Week: Pulling out of the Paris Accords is unsurprising, but the halt on all LPO activity is far more relevant for
1st Topic of the Week: With global virgin polymer markets weak at the end of 2024 and likely to have a weaker year in 2025
C-MACC Sunday Thematic and Weekly Recap No Candy Coating Possible – A Bad Year Ahead for Sustainability and Transition Exhibit 1: Note that the EV
The Hydrogen Economy #76 Bankruptcies and Project Cancellations: As They Accelerate, What Can We Learn? Key Points Exhibit 1: It could be worse; you could
1st Topic of the Week: Are we focusing climate-related stimulus in the wrong places by supporting start-ups that do not have the balance sheet strength
1st Topic of the Week: Gasification of MSW and biomass need more development dollars as it promises to unlock significant quantities of E-fuels at far
General Thoughts: The decarbonization of crop inputs and related sustainability efforts play a vital role in the global decarbonization of agriculture; however, input supply growth/low
The ExxonMobil analysis published recently on global energy needs and how those needs are likely to be met is likely as good an estimate as
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