ESG, Recycling, & Climate | Weekly Thematic

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 

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