ESG, Recycling, & Climate | Monthly Thematic Piece

COP26 Unlikely a Cop-Out; But Pressure Could Force Blunders
November 3, 2021
Products Mentioned:
Carbon, Hydrogen, Methane, LNG, Sustainable Fuels, Ammonia, Urea, Polyethylene, PET
Companies Mentioned:
Third Point, Shell, Dow, Air Products, Linde, Air Liquide, Gevo, Danimer Scientific, Aemetis, Origin Materials, bp, TotalEnergies, Avient, LyondellBasell, Univar
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

COP26 Unlikely a Cop-Out; But Pressure Could Force Blunders

  • The consensus at COP26 so far is that it is time for action rather than words, but very few agreements have yet emerged that have universal backing.
  • Easy wins like a ban on deforestation and controlling methane emissions look to have real momentum, but methane leak action could lower natural gas production.
  • Most COP26 messaging includes elevated concerns about energy price inflation and how to move forward equitably – less natural gas now would be harmful.
  • Recycling is getting less air time for now, but we discuss the challenges of making renewable-based polymer or fuel investments in a high crop price setting.
  • Otherwise, we see a step up in carbon capture interest and a need to step up ESG disclosures with more data and fewer generalities.

See PDF below for all charts 

Contact us to subscribe to our services and gain access to full content.

Request A Free Trial