Sustainability, Energy Transition, ESG | Weekly Thematic

Global Divisions Widen On Climate Policy: US In A Tough Spot
July 14, 2021
Companies Mentioned:
Shell, ExxonMobil, bp, Dow, LyondellBasell, Borealis, TotalEnergies, BASF, SABIC, Energy Transfer, Eastman, Westlake, Ineos, CP Chem
Commodities Mentioned:
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Global Divisions Widen On Climate Policy: US In A Tough Spot

  • As the rubber hits the road on real climate change action and investment, divisions are widening and not just between the believers and the deniers.
  • If different agendas today lead to very different actions taken by 2025, divisions will be wider still and the US, in particular, could find itself lagging & more isolated
  • CCS may be the only big win available to the Biden Administration – it is not a perfect solution but it has bipartisan support and it will work
  • We make a case for a dramatic increase in the chemical recycling of plastics as it is likely that this initiative will be less painful for consumers than the alternatives
  • Otherwise, we talk about carbon offsets, more blue hydrogen, ESG pressure on the banks, and more political compromises that will be necessary

See PDF below for all charts 

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