Sustainability, Energy Transition, ESG | Weekly Thematic

Planet Claire – Where The Idealists and Extremists Live
January 27, 2021
Companies Mentioned:
Danimer Scientific, Plug Power, Flux Power, Gevo, Dow, INEOS, Tesla, SABIC, LyondellBasell, Kraton, Fulcrum Bioenergy, Blackrock
Commodities Mentioned:
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Planet Claire – Where The Idealists and Extremists Live

  • It is imperative that regulators and investors recognize the need for “bridges” to a lower or net-zero carbon world.  These bridges are not lifejackets for the oil and gas industry, they are job creators and will limit energy price inflation.  CCS is one of them – continued growth in US LNG is likely another.
  • Plastic recycling is constrained by economics – it is too expensive relative to virgin polymer and a different purchaser mindset is needed.  Even if recycled polymer pricing was based on costs, it would likely still not create enough supply to meet potential demand. 
  • We note some meeting of the minds – or at least the potential, both on controlling or pricing emissions and on ESG measurement standardization.  Both are good steps in the right direction in early 2021.

See PDF below for all charts 

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