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 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... 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... 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... 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,...