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... 
by C-MACC Research | Jun 14, 2023 | Sustainability, Energy Transition, ESG, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Green Hydrogen: Can You Get The Economics Out Of The Red A deep dive into green hydrogen economics suggests that some technologies might be advantaged over others, but nothing works without cheap power. Lower capital... 
by C-MACC Research | Jun 7, 2023 | Sustainability, Energy Transition, ESG, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Lawyer Up: With ESG Initiatives Losing Steam, Enter the Lawyers As we watch the “anti-woke” lobby in the US cause investors to step back from the responsibility they should never have wanted in the first place; enter...