ESG, Recycling, & Climate | Weekly Thematic

Refining The Rules: ESG Investing May Be In For A Shake-Up
July 28, 2021
Products Mentioned:
Carbon Dioxide, Hydrogen, Carbon Offsets, Methane, Trees, Biofuels, Waste Oil, Jet Fuel, Diesel, Gasoline
Companies Mentioned:
Gevo, Aemetis, Airbus, Air Products, FedEx, UPS, Amazon, TPG, Brookfield
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Refining The Rules: ESG Investing May Be In For A Shake-Up

  • With the expected roll-out of better ESG reporting standards and fund definitions, the high and rising amount of money in the space could cause upsets
  • If large changes are required for funds to meet tighter definitions and/or stocks move from compliant to non-compliant, rotation and valuation swings are likely
  • Already compliant investments will benefit relatively while non-compliant ones face difficulties – compliance and reporting costs will likely rise for all.
  • This report also discusses carbon offset markets, concluding that current pricing is very adrift from costs, either the offsets are not real or they are underpriced. 
  • Carbon capture announcements increase, but the money is still not there.

See PDF below for all charts 

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