ESG, Recycling, & Climate | Weekly Thematic

Hydrogen – Hype, Hope, and Headlines
January 12, 2022
Products Mentioned:
Carbon, Hydrogen, Carbon Black, Corn, Crude Oil, Wood Pulp, Ethanol, Oxygen, Lithium, Water, Soy, Canola, Natural Gas
Companies Mentioned:
Plug Power, ITM Power, NEL, PowerCell Sweden, Chart Industries, Bloom Energy, FuelCell Energy, Advent Technologies, Fusion Green Fuels, Hydrogen Refueling Solutions, Monolith, Cabot, Orion Engineered Carbon, Navigator Ventures, Summit Carbon Solutions, Net Power, Third Point, Origin Materials, Air Products, Dow, Haldor Topsoe, British Lithium, McPhy, Ceres Power, Ballard Power, Hexagon, Tokai Carbon, Atome, Shell, DuPont, Unilever
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Hydrogen – Hype, Hope, and Headlines

  • We introduce our hydrogen stock index and make a constructive investment case for equipment makers, which comprise most of the index today.  
  • Green hydrogen producers with strong balance sheets will likely make it through, but many start-ups will get squeezed by high costs and competition.
  • Monolith has an interesting offering, and DOE backing should get a first world-scale unit built – a greater problem for producers of carbon-black than hydrogen.    
  • We look at what we expect to be an onslaught of bullish headlines to start the year, with new technologies and new participants looking for backing & support.
  • Otherwise, we discuss natural gas, carbon values, and recycled polymers  (again), plus some thoughts on Origin Materials and our new ESG stock indices.

See PDF below for all charts, tables and diagrams

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