ESG, Recycling, & Climate | Monthly Thematic Piece

“Ça Plane Pour Moi!” Or does it? It is not at all clear how polymer demand will be met by 2050
February 10, 2021
Products Mentioned:
Polyethylene, Polystyrene , PET, Carbon, Hydrogen, Fuel Oil, Gasoline, Natural Gas, Ammonia
Companies Mentioned:
Coca-Cola, New Hope Energy, Danimer Scientific, Gevo, Amazon, Westport Fuel Systems, Cummins, Albemarle, Refinitiv, S&P Global
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

“Ça Plane Pour Moi!” Or does it? It is not at all clear how polymer demand will be met by 2050

  • The announcement from Coke this week, targeting recycled PET content in bottles is timely. Still, it begs the question as to whether its targets are reasonable, given that everyone else is looking to use the same recycled product – we think the math does not work – not at the Coke level, but the industry level – we explain why.
  • The most recent EIA energy use and source forecast for the US was just released. While none of the expectations are aligned with a more climate-friendly administration or investor base – there is still valuable and helpful content.
  • We focus on the difference between the marginal cost of power and its value.

See PDF below for all charts 

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