C-MACC Weekly “CRETER” (Climate etc.)
It’s All About the Base – For Now: Will 2021 See A Transition from Hype to Larger Scale Problem Solving and Investment?
• Talk has escalated in 2020 to almost a fever pitch by year-end, but the action is limited everywhere except ESG investing, where the money flows are high. Small (manageable) problems in recycling, carbon, and hydrogen are receiving investment.
• We do not expect a material change in 2021, but we could begin to see more dollars flowing to solve larger problems from 2022 forward. Companies of interest this week – Gevo, Newlight Technologies, Henkel, DuPont
- 2021 needs to see more global coordination on incentives
See PDF below for all charts