ESG, Recycling, & Climate | Monthly Thematic Piece

Will Political Discord Prevent A Major Climate-Related Investment Opportunity In The US?
November 17, 2021
Products Mentioned:
Carbon, Hydrogen, Ethylene, Coal, Gasoline, Aviation Fuel, NGLs, Methanol, Urea, PET
Companies Mentioned:
Johnson Matthey, Samsung, LG, Tesla, BASF, Dow, LyondellBasell, Westlake, Cheniere, Enterprise Products, Navigator Gas, Northern Petrochemical, Freeport LNG, Engie, JERA, ExxonMobil, Coca-Cola, Air Products, Gulf Coast Sequestration
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Will Political Discord Prevent A Major Climate-Related Investment Opportunity In The US?

  • Carbon abatement costs could change the competitive cost landscape for many materials, especially chemicals, favoring the US, Canada, and the Middle East.
  • Access to low-cost hydrocarbons could combine with relatively attractive CCS economics to increase the production cost advantages in these locations.
  • Ethylene costs will also be impacted by the difference between carbon taxes and carbon tax offsets – with offsets, there are fewer penalties for high CO2 processes.
  • Post COP26, there will be opportunities in fossil fuels, especially LNG, but the fuels will need to be low carbon – this is another major opportunity for the US.
  • Otherwise, we look at recycling polymer rates versus likely demand, another low carbon ethylene investment, hydrogen demand, and board responsibilities.

See PDF below for all charts 

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