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

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