ESG, Recycling, & Climate | Monthly Thematic Piece

Carbon Games – Appetite, But Not Enough Hunger Yet
June 9, 2021
Products Mentioned:
Carbon Dioxide, Hydrogen, Oil, LNG, Natural Gas, Carbon Black
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
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

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 

Contact us to subscribe to our services and gain access to full content.