by Research | Aug 10, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Private Investment Will Make Or Break The Inflation Act Many are hailing the spending side of the Inflation Reduction Act as a catalyst for real change in climate-related investment and even see positives for fossil... 
by Research | Aug 3, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) A US Climate Policy – Can It Be True? Can It Last? The Inflation Reduction Act – the reworded and watered-down climate policy for the US – stands a chance of passing. We think it could drive some real action.We suspect... 
by Research | Jul 13, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) The Fuel Ethanol Market Could Self Destruct – Good For SAF/Gevo While lower LCFS prices suggest increased availability of renewable fuels in California, most of what is under development is yet to hit the market.A... 
by Research | Jun 29, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) A Salt For A Battery – Who Gets Charged? We need (a) Copper Most believe battery demand will increase quickly, but outlooks significantly vary as to how fast – the low end of the range is challenging, the top end... 
by C-MACC Research | Jun 5, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 121 US Cost Advantage Shrinks, Rocky Setting Aids Mega-Cycle Thesis US ethylene margins recently turned negative, regardless of feedstock, putting pressure on derivatives prices for integrated profit – margin risk in 2H22 is...