1st Topic of the Week: Oil-corn price dispersion is reviving the policy case for permanent E15 expansion. Could energy inflation accelerate ethanol demand faster than
General Thoughts: Global chemical downturn into 2026 will force ownership change and capital discipline, restructuring across Europe and Asia ex-China, while redefining low-cost integration as
Collapsing ethylene co-product credits and stubbornly oversupplied polymer markets now erase traditional feedstock advantages, potentially positioning the industry for a 2026 reset offering underappreciated upside.
1st Topic of the Week: Recent mineral-market shifts reveal tightening copper and lithium balances, rising geopolitical risk, strategic mispricing, and more project delays; will scarcity-driven
Depressed oil-to-gas ratios and elevated soy-to-corn prices shift chemical-sector risk profiles: commodity chemical underperformers in 2025 face low expectations in 2026, whereas agriculture faces the
General Thoughts: Feedstock convergence, rising USGC ethane risk, and disappearing European carbon buffers accelerate petrochemical restructuring, squeezing INEOS Project One and advantaged Asian ethane importers.
1st Topic of the Week: The critical-minerals race is broadening, with a greater focus needed on processing than mining, as competition targets power, integration, and
1st Topic of the Week: Carbon should be considered a strategy instead of waste. Can industries mastering capture, re-use, and integration turn decarbonization from a
1st Topic of the Week: The IMO’s upcoming vote could redefine global shipping fuels by turning clean ammonia from costly outlier to compliance cornerstone, but
C-MACC Weekly Sustainability and Energy Transition Report Love You Madly: From Wasted Heat To Certified Returns Exhibit 1: Industrial waste heat recovery can transform an
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
