Sustainability, Energy Transition, ESG | Weekly Thematic

2022 – Policy Key, But Inflation Will Distract – Maybe Beneficially
December 29, 2021
Companies Mentioned:
Alcoa, Westlake, Huntsman, Olin, Solvay, Hexcel, BASF, Covestro, Danimer Scientific, Gevo, Bechtel, McDermott, Fluor, Aker Carbon Capture
Commodities Mentioned:
Carbon, Hydrogen, Coal, LNG, Biofuels, Bioploymers, Renewable Natural Gas
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

2022 – Policy Key, But Inflation Will Distract – Maybe Beneficially

  • Our ESG and climate coverage in 2021 was generally balanced but trended more toward policy in 2H21, partly due to holes left by COP26 and also due to inflation.
  • Rethinking energy transition policy in the light of energy shortages and higher prices will be critical in 2022 – failure will drive underinvestment & higher prices.
  • Coal or heavy hydrocarbons to hydrogen with CCS looks like a win all around as it could create unsubsidized hydrogen minimizing natural gas or renewable power.
  • It will be interesting to see how polymer companies rate their challenges in 2022 – will plastic waste be more or less of a stakeholder issue than carbon footprints.
  • Otherwise, we look at the rise in “intent” for CCS but the lack of investment, wind and solar installation rates, ESG definitions (again), and energy M&A.

See PDF below for all charts, tables and diagrams

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