by C-MACC Research | Oct 18, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Higher Financing Costs – Negative Clean Product Growth, Positive For Keeping Commodity Market Growth In Check Key Points Financing costs and the needed return rates to advance projects have risen with interest rates – a headwind for the energy... 
by C-MACC Research | Jun 18, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 173 Are We Coming A Cropper? Do Fuels From Crops Make Any Sense? One of the challenges with energy transition options is that they make us more dependent on weather for alternatives, just as weather becomes less... 
by C-MACC Research | Jun 14, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Dangerously In Love: With Oil & Gas, Which Activists Hate, and Energy Transition, Which Investors Hate! Key Points: Shell upstream ambitions at its capital markets day met our expectations, but its downstream strategic review is too... 
by C-MACC Research | Jun 12, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 172 Shell Game: What To Do With an Unprofitable Poorly Run Business? Ten years ago, it would have been easy for shareholders to call for Shell to exit chemicals had the business shown the losses and operating problems it has... 
by C-MACC Research | Jun 6, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Ethylene Blues: Global Oversupply Worsening And Contagion Spreading Downstream – US Costs Help Key Points: The global ethylene industry faces a considerable challenge with oversupply amid a sluggish demand setting – Europe faces much stiffer...