ESG, Recycling, & Climate | Monthly Thematic Piece

Climate, Energy Transition, Sustainability and ESG Weekly: The Issues Are Global – The Solutions Are Often Local 
December 2, 2020
Products Mentioned:
Polyethylene, Polystyrene, PET, Hydrogen, Industrial Gas, Paper and Paperboard
Companies Mentioned:
Dow, LyondellBasell, Nova, Vistra, Air Liquide, Air Products, Linde, Messer, Evonik, ExxonMobil, Chevron, BP, Total, Shell
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Climate, Energy Transition, Sustainability and ESG Weekly

 

The Issues Are Global – The Solutions Are Often Local 

 

  • We provide a specific example to show the local nature of the recycling challenges polymer producers and users face. The industry needs local initiatives and innovation to boost polymer recycling in addition to product standardization.
  • We discuss the difference between setting long-term environment/climate driven goals, which look daunting, and mapping a path to get there without causing economic harm. Aggressive but scientifically based roadmaps are still required.
  • Hydrogen initiatives are everywhere and while the longer-term goals are necessary, the medium-term likely requires “blue” rather than “green” hydrogen – good for the industrial gas companies and good for sequestration.

Welcome to the first C-MACC weekly dedicated to providing insight into hard to quantify issues that will drive government, consumer, investor, and corporate behavior over the next 20+ years.  Our goal will be to separate the daily noise from the trends and actions that will really matter.

See PDF below for all charts 

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