Sustainability, Energy Transition, ESG | Weekly Thematic

Investors Are Driving The Sustainability Bus – Governments Are Arguing In The Back Row
June 23, 2021
Companies Mentioned:
Shell, bp, ExxonMobil, Chevron, Occidental, Monolith Materials, Danimer Scientific, Gevo, Aemetis, BlackRock, Macquarie, LyondellBasell, Nestlé, First Solar, Vestas, GE
Commodities Mentioned:
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Investors Are Driving The Sustainability Bus – Governments Are Arguing In The Back Row

  • Government-level disagreements over who pays for what could derail broad agreement at COP26 and, thus, limit any meaningful action post the event.
  • The general reluctance to tax carbon and a similar reluctance to use private money suggests that overall global net-zero funding will be too low. 
  • Activist investors, ESG managers, and possibly litigators will likely step in to fill any government void, leading to erratic behavior and unintended consequences.  
  • PR firms are getting rich as the press release seems more important than the project today.  We discuss recycling and other initiatives through this lens.

See PDF below for all charts 

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