C-MACC Macro Matters

Esteban Pizzolo

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Rising Uncertainty For All Strategic Initiatives - Critical Analysis

Aug 1, 2022 11:40:16 AM / by Esteban Pizzolo posted in ESG, Hydrogen, Chemicals, Polymers, Climate Change, Sustainability, Commodities, Energy, Carbon, ESG Investing, Inflation, petrochemicals, solar, wind, energy transition, commodity chemicals, Market Insights, market research

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  • Drawn from recent reports, we share our analysis of select commodities, ranking supply/demand strength from tightest to weakest, and drawing conclusions per market.
  • We also discuss the oil and gas sector in terms of green strategy and how those with ESG investment mandates are more focused on avoiding trouble than they are affecting change.
  • Lastly, we display recent underperformance in chemical markets, and discuss chemical producer headwinds drawn from our weekly global market updates and daily chemical reactions.

C-MACC reports analyze and comment on events in real-time, providing an edge to clients with market connectivity insight every day! We encourage you to sign up for a complimentary trial to receive 30 research reports and benefit from our other service offerings.

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Critical Analysis - Rising Uncertainty For All Strategic Initiatives

Jul 29, 2022 3:47:06 PM / by Esteban Pizzolo posted in ESG, Hydrogen, Chemicals, Polymers, Climate Change, Sustainability, Commodities, Energy, Carbon, ESG Investing, Inflation, petrochemicals, solar, wind, energy transition, commodity chemicals, Market Insights, market research

0 Comments

  • Drawn from recent reports, we share our analysis of select commodities, ranking supply/demand strength from tightest to weakest, and drawing conclusions per market.
  • We also discuss the oil and gas sector in terms of green strategy and how those with ESG investment mandates are more focused on avoiding trouble than they are affecting change.
  • Lastly, we display recent underperformance in chemical markets, and discuss chemical producer headwinds drawn from our weekly global market updates and daily chemical reactions.

C-MACC reports analyze and comment on events in real-time, providing an edge to clients with market connectivity insight every day! We encourage you to sign up for a complimentary trial to receive 30 research reports and benefit from our other service offerings.

Read More

Global Views Based On Local Market Insights

Apr 29, 2022 10:18:25 AM / by Esteban Pizzolo posted in ESG, Chemicals, Polymers, Climate Change, Sustainability, Commodities, Carbon, Inflation, solar, wind, aviation fuel, mega-cycle, Market Insights, Feedstock Flexibility, market research

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  • Importance of Feedstock Flexibility As A Driver Of Higher Long-Term Chemical Returns
  • Our Mega-Cycle View Continues To Gain Appreciation
  • Why Counting Carbon Is Important
  • More Inflation Repercussions

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