ESG | Monthly Thematic Piece

Power To All Our Friends: But Not Enough To Go Around
January 6, 2021
Products Mentioned:
Carbon, Hydrogen, Water, Polysilicon, Carbon Black, LNG
Companies Mentioned:
Danimer Scientific, Monolith Materials, GE, DuPont, Albemarle, Hexcel, Wacker, Solvay, Tesla
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Power To All Our Friends: But Not Enough To Go Around

        The energy transition story not only depends on massive global investment in renewable power and some step changes in renewable power efficiencies, but also depends on some practical and logical decisions around what current hydrocarbon markets can be replaced by electric power and what need to be replaced by hydrogen or ammonia.  Science and economics should be the drivers – not politics.

•          Several niche and well touted stocks have emerged/will emerge (see Daminer and Monolith headlines/comments) – we would still focus on renewable power companies and suppliers as there should be no break in demand for new investment for decades.  Some of the niche and hyped stories will work – others will not.

  • 2021 could be a year of ESG revolution rather than evolution – battle lines are being drawn, but it is not yet clear exactly what is being fought for.

See PDF below for all charts 

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