Sustainability, Energy Transition, ESG | Weekly Thematic

Unwanted: Chemical Recycling – Necessary Now, Less So Later
April 7, 2021
Companies Mentioned:
Dow, Shell, ExxonMobil, Total, BASF, H.B.Fuller, Danimer Scientific, Haldor Topsoe, Aemetis, Siggi’s
Commodities Mentioned:
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Unwanted: Chemical Recycling – Necessary Now, Less So Later

  • While advanced recycling is not advanced, it might look so versus landfills. We do not believe it is the long-term solution, but it is likely integral in any sophisticated recycling operation as there will always be some materials that need it    
  • Methanol is making its claim on the green future and seeking a fuel role based on capturing carbon in the manufacturing process, so “CO2 neutral” when it is used.  We see much more value in chemicals, where blue methanol would be much cheaper
  • We highlight the relentless flows of money into ESG and sustainability funds, which need disclosure oversight and if unchecked could encourage greenwashing

See PDF below for all charts 

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