ESG, Recycling, & Climate | Monthly Thematic Piece

Public Image: Driving Capital Investment and M&A
February 18, 2021
Products Mentioned:
Hydrogen, Carbon Dioxide, Ethylene, Oil, Coal, Bio-fuels, Polystyrene, PVC, Polyethylene
Companies Mentioned:
Danimer Scientific, Gevo, Shell, Vestas, First Solar, Dow, DuPont, Amazon, Cummins, Westport Fuel Systems, GE, Wacker Chimie, Albemarle, Linde, Air Products, BASF, Eastman, Coca-Cola, Siggi's
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Public Image: Driving Capital Investment and M&A

  • We will cover the power issues in Texas – and which have delayed this report – next week – once the dust settles.  There are lots of strong opinions on what went wrong at the moment, and not much analysis – we will provide some ideas
  • We focus on valuation this week and what it may do for the mountains of available capital looking for an ESG home – many are looking to shine a bright (socially conscious) light on their image and investment, regardless of cost.
  • We also take a look at both hydrogen and CCS as they both figure meaningfully in the objectives of both Shell and Bill Gates’ investments – this is also likely to be part of the Texas power solution (but more on that later).

See PDF below for all charts 

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