Sustainability, Energy Transition, ESG | Weekly Thematic

ESG Investing Not Ready For Primetime & Too Young To Drive
October 27, 2021
Companies Mentioned:
Capital Group, Dow, Air Products, ABP, Shell, Eni, Coca-Cola, Gevo, Aemetis, Origin Materials, ExxonMobil, Honeywell, Axens, ADM, Chevron, Ryanair, Alpek, Fidelity International
Commodities Mentioned:
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

ESG Investing Not Ready For Primetime & Too Young To Drive

  • A recent study (and fund behavior) suggests that the ESG investment community is ill-equipped to step up and police climate change if COP26 efforts fall short.
  • Government bodies are acting too slowly to provide adequate guidelines for ESG investors, preventing the formation of active ESG funds and sector investment.
  • Recent energy price inflation may divert COP26 attention away from ESG policy to support hydrocarbons, though any sign of backtracking will face harsh criticism.
  • We hope for globally consistent agreement of decarbonization mechanisms – which means a carbon price to encourage the proper behavior and investments.
  • Otherwise, is recycling less important than carbon?

See PDF below for all charts 

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