ESG, Recycling, & Climate | Weekly Thematic

The Biden Plan: Taking The Harder Path, Limiting Odds Of Success
April 28, 2021
Products Mentioned:
Carbon Dioxide, Coal, Gasoline, Diesel, Polyethylene, Methanol, Ammonia, Urea, Hydrogen, LNG, Biofuels, Biomaterials
Companies Mentioned:
bp, ExxonMobil, LyondellBasell, CP Chemicals, Dow
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

The Biden Plan: Taking The Harder Path, Limiting Odds Of Success

  • By our analysis, the Biden emission goals can’t work without a carbon tax/price.
  • The current plan will get tied up in local and state courts delaying action.
  • Corporates need (lacking) clarity re economics and policy longevity to invest.
  • The US could become a global laggard on climate action and weaker as a result.
  • The ESG investment lobby is currently driving the bus but hasn’t passed the test.

See PDF below for all charts 

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