Sustainability, Energy Transition, ESG | Weekly Thematic

Carbon Games – Appetite, But Not Enough Hunger Yet
June 9, 2021
Commodities Mentioned:
Companies Mentioned:
Shell, Clean Tech Delta, Nasdaq, ExxonMobil, Engine No.1, Baker Hughes, Navigator, Venture Global LNG, Dow, Monolith Materials, Cabot, Orion Engineered Carbons, Tokai Carbon, Cheniere, JM, VW

C-MACC Weekly “CRETER” (Climate etc.)

Carbon Games – Appetite, But Not Enough Hunger Yet

  • Climate abatement is the key to net-zero goals – it is not the same thing as eliminating fossil fuels. This report discusses this common misconception.
  • Carbon use initiatives are emerging – all are worth exploring, but combined, they will likely only be a tiny part of the overall needed abatement.
  • We discuss more repercussions in the oil sector and potential price inflation.
  • Recycling growth rates may not impact overall plastic demand, but the volume of recycled polymer available to the end-use market may affect demand.
  • LNG continues to sit on the leading edge of carbon capture, even if plans are not yet fully formed.

See PDF below for all charts 

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