ESG, Recycling, & Climate | Monthly Thematic Piece

True Blue: Not Green but Likely Good Enough
April 21, 2021
Products Mentioned:
Carbon Dioxide, Ethylene, Polyethylene, Polypropylene, Hydrogen, Silver, Copper, Aluminum, LNG
Companies Mentioned:
ExxonMobil, Shell, Danimer Scientific, Gulf Coast Sequestration, Colgate Palmolive, Blackrock
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

True Blue: Not Green but Likely Good Enough

  • This report focuses on what may be practical, achievable, and most important, good enough, from a climate change target perspective, versus some of the more “perfect” but likely impractical alternates.
  • If cumulative greenhouse gas is causing temperatures to rise and damaging the planet, focusing on what can lower emissions as soon as possible, regardless of whether the path is elegant or ugly, should be the most important goal.
  • With little or no real global coordination, a large collection of separate moves, perhaps promoted by local interests or shareholder/lender pressure, may sum to something unintended such as rapid inflation in renewable power costs.

See PDF below for all charts 

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