by C-MACC Research | Nov 26, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 196 Origin Materials: Making Tough Choices Many Others Are Avoiding As the global financial backdrop deteriorates for those needing capital, large and small, cash management has become more critical – it is not a time to... 
by C-MACC Research | Oct 29, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 192 Too Hot To Handle: If Climate Change Is Real, We May Be Screwed In our view, those calling for a quick end to fossil fuel use and simultaneously vilifying the oil and gas industry are likely condemning energy transition to... 
by C-MACC Research | Sep 18, 2023 | Free Access, Views That Matter Blog
Excerpt from Sunday Recap 186 & Sustainability Report 146 Feedback from Pack Expo and CMA’s WCF: So Many Moving Parts – Some Moving The Wrong Way and Some Not Moving Fast Enough It was a busy week for C-MACC, culminating in a very successful client/friend of... 
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 | Jul 30, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 179 Safe European Home: A Clash Without More Support For Chemicals We will work through several themes from this quarter’s earnings reports over the coming weeks, China is the standout, but Europe is much more worrying. Demand...