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Energy Transition and Energy Security are Not Mutually Exclusive

Energy Transition and Energy Security are Not Mutually Exclusive

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...
Will Russia’s Actions Send ESG and Energy Transition to Siberia?

Will Russia’s Actions Send ESG and Energy Transition to Siberia?

by Research | Feb 23, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece

C-MACC Weekly “CRETER” (Climate etc.) Will Russia’s Actions Send ESG and Energy Transition to Siberia? As diesel belching tanks roll across Ukraine, publishing research on emission abatement feels odd, but the climate challenges will worsen from...

US Commodity Chemical Margins Find Elements Of Support

by C-MACC Research | Jan 23, 2022 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 102 US Commodity Chemical Margins Find Elements Of Support The US commodity chemical cost advantage remains significant relative to Asia, and several factors favor Ex-US polymer price support – a plus for US producers.While...

Sustainable Fuels – Fields of (Achievable) Dreams

by Research | Jan 19, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece

C-MACC Weekly “CRETER” (Climate etc.) Sustainable Fuels – Fields of (Achievable) Dreams Renewable fuels have a very bright future in our view, but the focus will likely move away from capturing high credits like LCFS towards aviation fuel globally.Despite...

The New Stuff – Driven By Sustainability or High Prices?

by C-MACC Research | Nov 21, 2021 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 93 The New Stuff – Driven By Sustainability or High Prices? Many new product/venture announcements are hiding behind sustainability and ESG claims but may need continued high prices for alternatives to be viable.Historically,...
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Most Recent Publications

  • Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy May 18, 2022
  • Hunger Games – Inflation Will Cut Non-Essential Product Demand, Increasingly Hard To Digest May 17, 2022
  • Global Chemical Update – The Foundations Of Decay May 16, 2022
  • Global Indicators Lift Concerns, Rocky Times Far From Over May 15, 2022
  • I Need A Dollar – US Chemical Product Export Headwinds Rise, Sector Challenges Mount In 2Q May 13, 2022

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Andrew Liveris

Former Chairman and CEO of Dow, Current Board Member of Aramco, Worley; Current Senior Advisor to the Saudi Arabia and Australian Governments


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