by C-MACC Research | Mar 5, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 158 Que SERA CERA! Energy & Transition Players Ready For Debate! Both C-MACC co-founders will attend CERAWeek. Our initial view of the agenda suggests a heavy focus on energy transition, but other relevant themes are... 
by C-MACC Research | Feb 26, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 157 GOOOAAAAL! INEOS Scores Again – Thanks For The Validation Our theme around the possible need for backward integration for all basic chemical producers as energy transition evolves was validated by INEOS this week. INEOS is... 
by C-MACC Research | Feb 23, 2023 | Sustainability, Energy Transition, ESG, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Will Density Drive Destiny? Ammonia As a Fuel is Not Stupid Ammonia leads again, following earning reports from the existing producers and more speculation around who will enter the market – our expectations are high.... 
by C-MACC Research | Dec 11, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 147 Looking for light at the end of a very dark 2023 tunnel for chems Our concerns around the fate of the global chemical industry for 2023 are now consensus, and while we are looking for what could go right – there is not... 
by C-MACC Research | Dec 7, 2022 | Sustainability, Energy Transition, ESG, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Will They Pay – How Much Do Stakeholders Want To Be Green To accelerate investments in all things green energy and green materials, buyers will need to accept some risk in terms of pricing – guaranteeing project...