Sustainability, Energy Transition, ESG | Weekly Thematic

Carbon: Trading, Offsets, and CCS as a Service – It’s All Coming!
September 15, 2021
Companies Mentioned:
Aker Carbon Capture, Summit Carbon Solutions, Shell, Bp, Agilyx, Solugen, Gevo, Chevron, Fulcrum Bioenergy, Aemetis, Delta Air Lines, Bunge, Caterpillar, ExxonMobil, Engine No 1, Enterprise Products
Commodities Mentioned:
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Carbon: Trading, Offsets, and CCS as a Service – It’s All Coming!

  • If CCS has enough momentum to become a large part of the path to net-zero, there will inevitably be a role for those offering end-to-end solutions.
  • Smaller footprint carbon emitters cannot resolve their carbon issues as cheaply as those servicing many in the same geography – cost will dictate behavior.   
  • Carbon offset prices hit a record high with the Iceland DAC facility – showing how much consumers are willing to pay for a concrete audit-proof offset.
  • Attempts by the oil majors to show their greener ambitions get no reward from investors and, as the news increases, valuations reflect investor skepticism.
  • Otherwise, we talk about the run-up to COP26 – the hopes for the meeting and the likelihood that grand ambitions will not materialize – small victories only.

See PDF below for all charts 

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