ESG, Recycling, & Climate | Monthly Thematic Piece

The Long and Winding Road: Get Ahead With A Straighter Path
March 24, 2021
Products Mentioned:
Polyethylene/Plastics, LNG/Natural Gas, Refined Products, Coal, Hydrogen, Ammonia, Carbon, Ethylene
Companies Mentioned:
BP, NextDecade, LyondellBasell, Suez, BASF, SABIC, Linde, Air Liquide, Air Products, Shell, Dow
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

The Long and Winding Road: Get Ahead With A Straighter Path

  • A winding road makes it hard to see very far ahead and that is where we are today with many ESG and climate-driven objectives.  The risk is that the unclear path leads to inaction or limited development of few new, science-based initiatives. 
  • We argue that the destination is easier to predict than the path and that corporates who set out aggressively towards the destination could be rewarded with early mover advantage and more competitive/profitable offerings – and gain share
  • We look at the surge in interest in Carbon Capture through the lens of competitive edge and conclude that the US might have an opportunity.

See PDF below for all charts 

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