ESG, Recycling, & Climate | Monthly Thematic Piece

Risk Adjusting Climate Action – Decarbonize vs Demonize & Duct Tape vs Green Ribbons
August 11, 2021
Products Mentioned:
Carbon Dioxide, Hydrogen, LNG, Natural Gas, Metals, PET, Bio-Polymers, Aviation Fuel
Companies Mentioned:
Air Products, Air Liquide, Linde, Cheniere, Sempra, Schlumberger, Halliburton, Baker Hughes, Gulf Coast Sequestration, ExxonMobil, Continental AG
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Risk Adjusting Climate Action – Decarbonize vs Demonize & Duct Tape vs Green Ribbons

  • This report discusses the UN IPCC report and realities facing recent climate initiatives, concluding that inaction on this front far outweighs the opposite.  
  • Though the science remains ambiguous enough to question extreme views, the cost of addressing the scary scenarios late may be enormous (if even possible).
  • But, we cannot wait for “ideal” solutions. Today’s spending/policy should focus on speed and where it creates the least economic harm or most good.
  • The right focused approach should be good for CCS and US natural gas, but only after carbon footprints decline dramatically – a positive for some mid-stream.
  • Separately, our meetings confirm that ESG investing is in for a bumpy road.

See PDF below for all charts 

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