ESG, Recycling, & Climate | Monthly Thematic Piece

Back In A Holding Pattern – Concerning For Medium-Term Supply
November 10, 2021
Products Mentioned:
Carbon, Hydrogen, Oil, Natural Gas/Methane, Corn, Copper, Ethylene, Polymers, LNG, Cement, Aluminum, Steel, Fertilizer
Companies Mentioned:
Air Products, Air Liquide, Linde, Dow, Shell, Phillips 66, ExxonMobil, GE, Morningstar
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Back In A Holding Pattern – Concerning For Medium-Term Supply

  • A likely by-product of the lack of firm commitments at COP26 will be hesitancy to deploy expansion capital – leading to more material & energy shortages.   
  • Companies remain hesitant to deploy capital in industries with significant emissions because of shareholder pressure and more challenging capital markets.
  • The Global Economy should grow, and renewable energy additions are unlikely to keep pace. Renewable material additions are progressing even more slowly.  
  • Even with broad agreement on carbon values and support for cleaner fossil fuels, we are unlikely to get investments moving fast enough to prevent shortages.
  • Otherwise, we look at more clean hydrogen, the continued rise of a poorly regulated ESG investment base, food/agriculture, and carbon values – again.

See PDF below for all charts 

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