Sustainability, Energy Transition, ESG | Weekly Thematic

Chemical Recycling Works For The Greater Good, Who Pays For It?
December 1, 2021
Companies Mentioned:
Air Products, LyondellBasell, Eastman, Westlake, Suez, Closed Loop Partners, PureCycle Technology, ENEL, BASF, Dow, Denbury, Aker Carbon Capture
Commodities Mentioned:
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Chemical Recycling Works For The Greater Good, Who Pays For It?

  • Plastic waste disposal will need the “catch-all” processes of pyrolysis (and plasma jets) even if at break-even economics – polymer producers will pay for it.
  • Integrated recycling sites – mechanical and chemical – make the most practical sense, but it is not clear who will invest, given generally weak pyrolysis economics.
  • Niche opportunities will exist for some purification and mechanical process and plasma-based medical waste disposal, but these opportunities will likely be local.
  • The imbalance between talk and action with CCS comes down to an unclear regulatory and incentive landscape – once resolved, spending will likely jump.
  • Otherwise, we discuss the haves and have nots of CCS, likely renewable power inflation (again), and the resourcing challenges of ESG management.

See PDF below for all charts 

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