ESG, Recycling, & Climate | Monthly Thematic Piece

The High Price of Perfect Versus The Lower Price of Good Enough
May 5, 2021
Products Mentioned:
Carbon Dioxide, Hydrogen, Silver, Aluminum, Iron Ore, Steel, Copper, Lithium, PET/Polyester
Companies Mentioned:
ExxonMobil, LyondellBasell, Plug Power, Flex Power, FuelCell, Danimer Scientific, Gevo, Aemetis, Amyris, First Solar, Vestas, Blackrock, Tesla, Audi, Ford, Jaguar, Eastman, Green Plains, Summit Carbon, Shell, bp
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

The High Price of Perfect Versus The Lower Price of Good Enough

  • ESG investing likely to face turbulence as empowered regulators weigh in
  • Previous ESG darlings may become favorites once more – with significant upside
  • The dirty side of clean energy lacks attention – limiting options – lifting inflation
  • Carbon prices encouraging carbon capture – support from the ESG crowd needed
  • Water is joining the band – expect more news flow and ESG driven initiatives

See PDF below for all charts 

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