by C-MACC Research | Oct 13, 2023 | Sustainability, Energy Transition, ESG
C-MACC Weekly Sustainability and Energy Transition Report EVs: We Could See a Competitive Bloodbath in 2024 More production capacity, cheap availability from China, more new entrants, and much higher borrowing rates paint a worrying picture for EVs in 2024. The net... 
by C-MACC Research | Oct 6, 2023 | Sustainability, Energy Transition, ESG
C-MACC Weekly Sustainability and Energy Transition Report Crazy: We Near COP28 Pushing A Bigger Rock Up A Steeper Hill As we approach COP28 we see the usual pick up in opinions, with multiple agencies and advisors wanting to be the most discussed view at the event.... 
by C-MACC Research | Oct 5, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Picking Time! Low Priced Commodities Facing Rising, But Expected Demand, Or Those In Need Of Supply Cuts? Key Points: After the commodity price surge of 2021-2022, many producer equity values have followed their respective commodity prices... 
by C-MACC Research | Sep 8, 2023 | Sustainability, Energy Transition, ESG, Weekly Thematic
C-MACC Weekly Sustainability and Energy Transition Report Decarbonization Will Take The Last Fizz Out Of Chemical Profits As chemical industry margins fall globally, the expense of options to decarbonize becomes a larger portion of a smaller capital pie – maybe too... 
by C-MACC Research | Aug 25, 2023 | Sustainability, Energy Transition, ESG, Weekly Thematic
C-MACC Weekly Sustainability and Energy Transition Report With A Little Help From My Friends: How We Drive Global Progress As COP28 approaches, we would expect the social environmental justice piece to take center stage as emission reduction must include the...