by C-MACC Research | Nov 17, 2023 | Sustainability, Energy Transition, ESG
C-MACC Weekly Sustainability and Energy Transition Report COP28: Financing Headaches Are Not Only in Developing Countries In our somewhat provocative “bankruptcy” webcast yesterday, we looked at the consequences of delays and rising capital costs in multiple... 
by Research | Nov 10, 2023 | Sustainability, Energy Transition, ESG
C-MACC Weekly Sustainability and Energy Transition Report Rules and Ideals vs Objectives – Should All Plastic Be Recycled? Not enough consumers want to pay higher prices for recycled polymers, placing a low value on the hydrogen content – could fuel subsidies attract... 
by C-MACC Research | Aug 6, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 180 China: The Biggest Unknown, The Biggest Hope and Largest Threat Those signaling a bottom in many chemical markets as they report 2Q earnings are making an implicit bet on China, regardless of whether they have real... 
by C-MACC Research | Aug 4, 2023 | Sustainability, Energy Transition, ESG, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) COP28 – What Should We Expect – Oil and Gas vs Everyone Else? Just because the host of COP28 is a NOC does not mean that the meeting will be a defense of fossil fuels, but it might be, and you could argue that it... 
by C-MACC Research | Jul 23, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 178 It’s Time To Be Bleak: Nothing To Be Gained By Talking Up The Market We see no value in basic chemical companies trying to spin a positive story with 2Q earnings – things are bad for basic chemicals, and everyone needs to...