Sustainability, Energy Transition, ESG | Weekly Thematic

Hydrogen – The Endgame, But The DoE Ambition Could Hurt
June 16, 2021
Companies Mentioned:
Shell, Linde, Murex LLC, Aemetis, Gevo, Fulcrum Bioenergy, Brightmark, Unilever, Danimer Scientific, Air Products, Monolith Materials, Lordstown, Nikola, PureCycle, Equinor, GM, Ford, Volvo, VW, Tesla
Commodities Mentioned:
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Hydrogen – The Endgame, But The DoE Ambition Could Hurt

  • Unrealistic hydrogen cost targets concern us, as the benefit of spurring R&D investment may be more than offset by waiting for something unachievable.
  • Hydrogen is a key “endgame” need for climate action, but the DoE targets appear much more realistic for 2040-2045 (and possibly later) than 2030.
  • Biofuels are a “plug-and-play” solution that works today – the sector is likely undervalued, in our view, but this market is not absent sizable challenges. 
  • Our research also discusses whether chemical recycling can be good enough for all stakeholders – unintended consequences may hurt current polymer makers.
  • The SPAC craze is far from over – some of the ESG ones will work but not all.

See PDF below for all charts 

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