Sustainability, Energy Transition, ESG | Weekly Thematic

Waiting For New Tech Elevates Net-Zero Target Risks/Challenges
May 26, 2021
Companies Mentioned:
ExxonMobil, Dow, BASF, RWE, Gevo, Coca-Cola, Purecycle Tehnologies, Danimer Scientific, Plug Power, Flux Power, FuelCell, Aemetis, Amyris, bp, First Solar, Tesla, Fisker, Shell, Nikola, SunRun
Commodities Mentioned:
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Waiting For New Tech Elevates Net-Zero Target Risks/Challenges

  • Governments should support proven emission initiatives that work today rather than overly fund unproven technology advances that might fail or underperform.  
  • The clean energy trade is not over. Another rally looks likely – focus on Gevo.
  • Evidence of consumer product companies seeking renewable materials for packaging & ingredients is rising – a headwind for conventional chemicals/plastics.
  • Hydrogen may outbid power suppliers for wind and solar – bad for grid security.
  • Critics of the IEA net-zero plan should come with alternatives, not just a “no”!

See PDF below for all charts 

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