Sustainability, Energy Transition, ESG | Weekly Thematic

Sustainable Fuels – Fields of (Achievable) Dreams
January 19, 2022
Companies Mentioned:
Gevo, Aemetis, Archaea Energy, Clean Energy Fuels, Montauk Renewables, Renewable Energy Group,, Westport Fuel Systems, Fulcrum Bioenergy, Delta Air Lines, ExxonMobil, Golden Pass, Chevron, Dow, OMV (Borealis), Eastman, Shell
Commodities Mentioned:
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Sustainable Fuels – Fields of (Achievable) Dreams

  • Renewable fuels have a very bright future in our view, but the focus will likely move away from capturing high credits like LCFS towards aviation fuel globally.
  • Despite forays into electric and hydrogen power for aircraft, sustainable, low carbon jet fuel will likely dominate decarbonization efforts for many decades.
  • Electricity and fuel cells will eat into gasoline and diesel demand quickly (next 10-15 years), but renewable (ground) transport fuel demand will still rise.       
  • Carbohydrate and waste-based fuels will be necessary; the current scale is small, and the investments needed are huge; newer/lower-cost technologies will emerge.
  • Otherwise, we look at Eastman’s plans in France, more on renewable fuels, further ESG investing challenges, and ExxonMobil’s net-zero ambitions.

See PDF below for all charts, tables and diagrams

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