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 Research | Jul 14, 2023 | Sustainability, Energy Transition, ESG, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) A Bridge Too Far – Why Transition Progress Is Slowing Progress in energy transition and other sustainable-related initiatives is slowing, especially relative to expectations – roadblocks are emerging, many financial....
by C-MACC Research | Jul 7, 2023 | Sustainability, Energy Transition, ESG, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Money, Money, Money – Energy Transition Needs More As we head toward COP28, the availability of money will increasingly be the focus of debate around the quantum needed and how to attract private capital. The money is...
by Research | Jun 28, 2023 | Sustainability, Energy Transition, ESG, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Weaponized Investing. How Did ESG Get This Out Of Control? As Larry Fink removes the acronym ESG from his vocabulary, it is reasonable to ask how something that is intuitively right is now buried in mud – what next?...
by C-MACC Research | Jun 21, 2023 | Sustainability, Energy Transition, ESG, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Blue is the Color: For Near Term Scale in H2, Ammonia, Methanol With the right incentives for CO2, blue hydrogen looks like a winner over green; harder if CO2 is expensive, but costly CO2 is often where power is also...