ESG, Recycling, & Climate | Monthly Thematic Piece

Fossil Fuel Use Will Not Simply Vanish: Accepting This Will Lead To More Balanced Climate Policy & A Greater Chance Of Success
September 1, 2021
Products Mentioned:
Carbon, Hydrogen, Aluminum, Engineering Polymers, Paint, Building Products, Water, Lithium
Companies Mentioned:
First Solar, Vestas, BASF, Origin Materials, Energy Investment Partners, Dow, Alcoa, Tesla, Freeport McMoRan, Albemarle, Livent, Danimer Scientific, Newlight Technologies, Fulcrum Bioenergy, Nike, Air Products, Talos Energy, DWS, Solaris, ExxonMobil
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Fossil Fuel Use Will Not Simply Vanish: Accepting This Will Lead To More Balanced Climate Policy & A Greater Chance Of Success

  • Our analysis quickly debunks the idea that fossil fuel use will fall abruptly due to climate initiatives – climate policy priorities need to be set with this in mind.  
  • Some fossil fuel use decarbonization is much easier than others – e.g. power generation vs transport fuels  – different approaches & goals are required
  • Even with a priority focus and aggressive EV roll-out, transport fuel demand is unlikely to fall materially until the early 2030s. Natural gas could peak much later
  • Regardless, price inflation around renewable power is more likely than the expected deflation and could be out of control without common-sense policy 
  • Otherwise, we focus on chemical recycling, hydrogen transport, and CCS in the US Gulf.  Battle lines are being drawn in ESG investing and accountability.

See PDF below for all charts 

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