ESG, Recycling, & Climate | Weekly Thematic

Decarbonizing Is Becoming A Thing – Thankfully
October 20, 2021
Products Mentioned:
Carbon, Hydrogen, Methane, LNG, Polyethylene, Ammonia, PET, Polypropylene, Methanol, Ethanol
Companies Mentioned:
Dow, Air Products, Linde, Air Liquide, Danimer Scientific, Origin Materials, Gevo, Aemetis, Macquarie, Mitsubishi Corporation, Denbury
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Decarbonizing Is Becoming A Thing – Thankfully

  • Air Products announced a US blue hydrogen/ammonia investment last week, the first firm pledge to very large-scale carbon capture & sequestration in the US.
  • Whether Air Products is the first to inject CO2 in the US Gulf is secondary to its confirmation of the value of CCS. Also, beyond economics, investors approved it.
  • Large-scale CCS is needed if green energy shortfalls predicted by the EIA and IEA are correct – CCS is the insurance against underinvestment in clean fuels.
  • COP26 could surprise us on the upside, but only because expectations are spectacularly low – including expectations around how to travel through Glasgow!
  • Otherwise, we push back on the Biden pension plan – ESG is not ready yet – and we discuss carbon use, carbon pricing, and misinformation.

See PDF below for all charts 

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