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Power Base: We Are Sailing Too Close to The Wind (and Sun)

Power Base: We Are Sailing Too Close to The Wind (and Sun)

by Research | Jan 25, 2023 | ESG, Recycling, & Climate, Weekly Thematic

C-MACC Weekly “CRETER” (Climate etc.) Power Base: We Are Sailing Too Close to The Wind (and Sun) The Europeans are closer to wind and solar tipping points and are concerned about baseload power and the exorbitant cost of getting there with wind and solar....
Run Rabbit Run – The Chinese Rabbit is Fast, but The US Has Muscle

Run Rabbit Run – The Chinese Rabbit is Fast, but The US Has Muscle

by C-MACC Research | Jan 22, 2023 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 152 Run Rabbit Run – The Chinese Rabbit is Fast, but The US Has Muscle The world’s optimists expect the Chinese rabbit to run hard, as its consumer spending helps offset western weakness to lead global economic growth in...
The Energizer Bunny or Flopsy – What To Expect From The Chinese New Year – Hopes Are High

The Energizer Bunny or Flopsy – What To Expect From The Chinese New Year – Hopes Are High

by C-MACC Research | Jan 20, 2023 | Daily Chemical Reactions

Daily Chemical Reaction The Energizer Bunny or Flopsy – What To Expect From The Chinese New Year – Hopes Are High Key Points: While all eyes are on China as the growth engine for 2023, its costs are high, and North America has the availability and cost advantage to...
2023 – In The Frying Pan – But Heading Into The Fire, Maybe!

2023 – In The Frying Pan – But Heading Into The Fire, Maybe!

by C-MACC Research | Jan 2, 2023 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 149 2023 – In The Frying Pan – But Heading Into The Fire, Maybe! 2023 is off to a bad start with low margins (but maybe not low enough) and global operating rates reflecting significant oversupply, which could worsen. North...
A Spending Spree in ‘23 – But Profitable? Selectively Maybe

A Spending Spree in ‘23 – But Profitable? Selectively Maybe

by C-MACC Research | Dec 29, 2022 | ESG, Recycling, & Climate, Weekly Thematic

C-MACC Weekly “CRETER” (Climate etc.) A Spending Spree in ‘23 – But Profitable? Selectively Maybe More money will pour into energy transition and broader sustainability in 2023 than in 2022, but this does not mean it’s investible – profits could be scant....
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  • Rock The Boat – Cost Curve Movements & Outages May Keep Prices Afloat, Squeeze Specialty Margins January 26, 2023
  • Power Base: We Are Sailing Too Close to The Wind (and Sun) January 25, 2023
  • Good Directions – Chemical Sector Profit Views For 2023 Are Low, Risk-Adjusted Return Profiles In Focus January 25, 2023
  • Lithium: Stronger for Longer or Hubris Following A Blow Out Year: High Prices Encourage New Entrants January 24, 2023
  • Global Chemical Update – That Spells Relief! (For Some!) January 23, 2023

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