ESG, Recycling, & Climate | Monthly Thematic Piece

Low Carbon Polymers – Likely To Surprise To The Upside
December 15, 2021
Products Mentioned:
Carbon, Hydrogen, Polypropylene, Plastic, Carbon Black, Sheetrock, Asphalt, LNG, NGLs, Cement/Concrete
Companies Mentioned:
Monolith, Continuus Materials, Nova Chemicals, Dow, LyondellBasell, Borealis, ExxonMobil, Lucid Group, Nikola, Rivian Automotive, BMW, TotalEnergies, Origin Materials, PureCycle Technologies, BASF, Goodyear, Cabot, Orion Engineered Carbons, Tokai Carbon, Aker Carbon Capture, Saint-Gobain, Footprint, Provectus, Danimer Scientific
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Low Carbon Polymers – Likely To Surprise To The Upside

  • As the world iterates towards the best methods for plastic waste disposal, the volume available to recycle in original use will likely fall significantly short of goals.
  • Higher value-in-use may come from recycling into new markets, especially in durable applications – allowing recycled polymers to offset other materials.
  • Packagers will look for renewables, but supply will not be enough; traditional polymer makers with zero-carbon offerings may become the best alternate.
  • The war for talent is heating up as “sustainable” start-ups look for expertise ranging from focused product knowledge to broader finance and operations.
  • Otherwise, we look at Monolith and its “by-product”, zero-carbon hydrocarbons, more inflation worries for solar/hydrogen, and cement.

See PDF below for all charts 

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