by C-MACC Research | Oct 29, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 192 Too Hot To Handle: If Climate Change Is Real, We May Be Screwed In our view, those calling for a quick end to fossil fuel use and simultaneously vilifying the oil and gas industry are likely condemning energy transition to... 
by C-MACC Research | Oct 27, 2023 | Daily Chemical Reactions
Daily Chemical Reaction It’s Raining Hard – Without A Cost Umbrella, You Better Learn How To Swim! The Water Will Likely Deepen In 2024! Key Points: There is more confidence in high oil prices and recent cost curve developments holding than in demand in most 2H23... 
by C-MACC Research | Oct 20, 2023 | Daily Chemical Reactions
Daily Chemical Reaction US Refining Margins Fall To A YTD Low, Clean Energy Shows Pimples – A Pirate Looks At Forty, Another Looks At Puberty Key Points The development of clean energy globally faces considerable risk if the cost of deployments rises while... 
by C-MACC Research | Oct 12, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Pressure Drop – Global Non-Integrated Commodity & Specialty Margins Reflect Substantial Near-Term Risk Key Points: The global impact of 2H23 oil market shifts on regional integrated commodity chemical profit is less difficult to gauge than... 
by C-MACC Research | Oct 10, 2023 | Daily Chemical Reactions
Daily Chemical Reaction In Spite Of Ourselves – Energy and Chemical Market Long-Term Risks To Lessen With Consolidated Solutions Key Points: Value-chain integration benefits will rise among global energy and chemical producers this decade, with integrated producers...