ESG, Recycling, & Climate | Weekly Thematic

Green Eyes – Those Who Prefer Blue Will Get The Better Deal
March 17, 2021
Products Mentioned:
Polyethylene/Plastics, Ethylene, Coal, Hydrogen, Carbon
Companies Mentioned:
IHS, Carbon Capture Coalition, Gulf Coast Sequestration, Chevron, Danimer Scientific, Mars Wrigley
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Green Eyes – Those Who Prefer Blue Will Get The Better Deal

  • This report covers the high cost of green hydrogen and how current priorities are wrong, focusing on transport (to try to keep pace with EVs) while the greater challenge is grid stability and lowering the carbon footprint of power generation
  • We discuss the proposed UK plastic tax, which is an interesting mechanism to promote recycling projects.  The tax is high enough to guarantee a premium value for the recycled material and recognizes the fixed cost nature of recycling.   
  • We have another long section of recycling this week with a couple of diagrams that demonstrate the difference between where we are and where we need to be

See PDF below for all charts 

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