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Power Base: We Are Sailing Too Close to The Wind (and Sun)

Power Base: We Are Sailing Too Close to The Wind (and Sun)

by Research | Jan 25, 2023 | ESG, Recycling, & Climate, Weekly Thematic

C-MACC Weekly “CRETER” (Climate etc.) Power Base: We Are Sailing Too Close to The Wind (and Sun) The Europeans are closer to wind and solar tipping points and are concerned about baseload power and the exorbitant cost of getting there with wind and solar....
Run Rabbit Run – The Chinese Rabbit is Fast, but The US Has Muscle

Run Rabbit Run – The Chinese Rabbit is Fast, but The US Has Muscle

by C-MACC Research | Jan 22, 2023 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 152 Run Rabbit Run – The Chinese Rabbit is Fast, but The US Has Muscle The world’s optimists expect the Chinese rabbit to run hard, as its consumer spending helps offset western weakness to lead global economic growth in...
Packaging: Spoilt for Choice but Choice Spoiling Progress

Packaging: Spoilt for Choice but Choice Spoiling Progress

by C-MACC Research | Jan 19, 2023 | ESG, Recycling, & Climate, Weekly Thematic

C-MACC Weekly “CRETER” (Climate etc.) Packaging: Spoilt for Choice but Choice Spoiling Progress What may look like procrastination in the packaging industry is likely more about too many options for more sustainable solutions and reluctance to choose....
The Need For Speed – The Government Stresses Urgency but Regulation and Bureaucracy are Rate Limiting

The Need For Speed – The Government Stresses Urgency but Regulation and Bureaucracy are Rate Limiting

by Research | Oct 26, 2022 | ESG, Recycling, & Climate, Weekly Thematic

C-MACC Weekly “CRETER” (Climate etc.) The Need For Speed – The Government Stresses Urgency but Regulation and Bureaucracy are Rate Limiting Much-needed experience curves in critical energy transition technologies will be negatively impacted by regulatory...
Carbon Capture Land Grab – Lots Being Spent, Not Much Drilled

Carbon Capture Land Grab – Lots Being Spent, Not Much Drilled

by Research | Oct 5, 2022 | ESG, Recycling, & Climate, Weekly Thematic

C-MACC Weekly “CRETER” (Climate etc.) Carbon Capture Land Grab – Lots Being Spent, Not Much Drilled The frequency of announced acreage lock-ups, especially on the U.S. Gulf Coast, makes us question whether there will eventually be a surplus of CCS...
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  • Rock The Boat – Cost Curve Movements & Outages May Keep Prices Afloat, Squeeze Specialty Margins January 26, 2023
  • Power Base: We Are Sailing Too Close to The Wind (and Sun) January 25, 2023
  • Good Directions – Chemical Sector Profit Views For 2023 Are Low, Risk-Adjusted Return Profiles In Focus January 25, 2023
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