Sustainability, Energy Transition, ESG | Weekly Thematic

Too Much Debatable Science!  Not Enough Accounting
August 18, 2021
Companies Mentioned:
Vestas, Siemens Gamesa, First Solar, GE, Aker Carbon Capture, Fraunhofer, Neom
Commodities Mentioned:
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Too Much Debatable Science!  Not Enough Accounting

  • As we approach COP26, the stream of “studies” and press releases likely to emerge promising the best (or only) way forward will be difficult to ignore.
  • Our analysis in this report strives to qualify some of the science and accounting linked to views receiving the most coverage. Our efforts in this area are ongoing. 
  • Many “influencers” continue to either push partisan agendas or focus on a specific geographic application. Local options and economics matter.
  • We also discuss wellhead methane emissions and how these are being bundled into inaccurate and misleading critiques of blue hydrogen/methanol/ammonia etc. 
  • Separately, we question whether the plastic waste issue will be sidelined in light of an increasing level of focus on climate change and related agendas.

See PDF below for all charts 

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