by C-MACC Research | Sep 29, 2023 | Sustainability, Energy Transition, ESG
C-MACC Weekly Sustainability and Energy Transition Report Do We Have The Energy To Understand ESG Investing? The outperformance and underperformance of ESG and anti-ESG stocks appear primarily based on whether you own oil and gas stocks – other factors seem small.... 
by C-MACC Research | Sep 28, 2023 | Daily Chemical Reactions
Daily Chemical Reaction An Unbalanced World: North American Cost Advantage Drives Output – High-Cost Regions Face Closures Key Points: Rising overseas production costs in 3Q23 spurred a production response from North American manufacturers, and the benefits are much... 
by C-MACC Research | Sep 27, 2023 | Daily Chemical Reactions
Daily Chemical Reaction The Push and The Squeeze – 3Q23 Global Chemical Price Surge To Hurt Downstream Margins In Seasonally Weak 4Q Key Points: Non-integrated commodity chemical and specialty producers faced more input cost pressure in 3Q than planned mid-year due to... 
by C-MACC Research | Sep 26, 2023 | Daily Chemical Reactions
Daily Chemical Reaction What’s Your Crude View!? Most Global Chemical Markets Face Oversupply; Higher Crude Provides Price Support Key Points: Recent crude oil price strength helped lift global chemical prices amid oversupplied conditions in 3Q23, but absent further... 
by C-MACC Research | Sep 22, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Turning Points – Agricultural Chemicals To Face Fewer 4Q & 1H24 Challenges Than Commodity & Specialty Chemicals Key Points: Fertilizer and agricultural chemical equities have bounced from recent lows relative to the overall S&P...