ESG, Recycling, & Climate | Monthly Thematic Piece

Land Of Confusion: Absent Policy Alignments, We’re Doomed!
May 19, 2021
Products Mentioned:
Carbon Dioxide, Hydrogen, Copper, Silver, Aluminum, Iron Ore, Polyethylene, Polypropylene, Ethanol, Butanol, Xylenes, PET, LNG
Companies Mentioned:
ExxonMobil, Dow, LyondellBasell, Walmart, Suez, Gevo, Coca-Cola, NextDecade, Occidental, Energy Transfer, Enterprise Products
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Land Of Confusion: Absent Aligned Oversight We’re Doomed!

  • COP26 meeting will be critical in getting alignment based on practical options.
  • IEA issues a roadmap to 2050 but fails to consider materials inflation adequately.
  • The IEA view deems the Biden 2030 emission targets as unlikely even with CCS.
  • More debate on plastic recycling – packagers increasingly consider alternatives.
  • Resistance to CCS may delay 2030 goals – LNG appears as the likely US pioneers.

See PDF below for all charts 

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