ESG, Recycling, & Climate | Monthly Thematic Piece

A Cheap Hydrogen Truck Test & Money In The Wrong Pockets
August 4, 2021
Products Mentioned:
Carbon Dioxide, Hydrogen, Carbon Offsets, Polyester, Ethylene, LNG, NGLs, Propane, Polymers, Coal
Companies Mentioned:
Air Products, UPS, FedEx, Amazon, Linde, Air Liquide, Brookfield, TPG, Univar, Eastman, Avient, Shell, Unilever, Engie, NextDecade, LyondellBasell, Borealis
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

A Cheap Hydrogen Truck Test & Money In The Wrong Pockets

  • Industrial gas companies use hub and spoke distribution models and have low-cost hydrogen, suggesting the Air Products hydrogen truck initiative is low risk.  
  • If the Air Products initiative is successful, copy-cats will likely follow – Air Products will benefit as a leader in hydrogen supply and distribution by being first.
  • Blue hydrogen is the near-term answer, despite how skeptics feel, and net-zero goals will face significant challenges without it and more large-scale CCS.
  • We look at focused ESG private equity funds to add to the SPACs, concluding that the money appears misplaced as it focuses on technology rather than scale.
  • We look again at the challenges facing the SEC as the regulator attempts to bring some order to the many aspects of ESG disclosures – corporate and fund manager

See PDF below for all charts 

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