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