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