ESG, Recycling, & Climate | Monthly Thematic Piece

Sunset Now: Cost Pressures & Delays Obscure Underlying Growth
February 2, 2022
Products Mentioned:
Carbon, Hydrogen, Lithium, Copper, Aluminum, PET, Polyolefins, Biofuels, Biomaterials, Corn, Soy, Canola, Crude Oil, Natural Gas, Polysilicon, Silicon, RNG, Carbon Fiber, Epoxies
Companies Mentioned:
Algonquin Power, Brookfield Renewable Partners, Clearway, Enphase Energy, Fluence Energy, First Solar, NextEra Energy Partners, QuantumScape, SolarEdge, Sunrun, Altus, Array Tech, Atlantia Sustainable Infrastructure, Canadian Solar, Enovix Corp., ESS Tech, FREYR Battery, JinkoSolar, Microvast Holdings, ReNew Energy Global, Shoals Technologies Group, Solid Power, Stem Inc., Sunnova Energy Int., SunPower Corp., American Superconductor, Aqua Metals Inc., Azure Power, Beam Global, Broadwind Energy, CleanSpark Inc., Eos Energy, FTC Solar, Infrastructure and Energy Alternatives, iSun Inc., ReneSola Ltd, Maxeon Solar Tech., Romeo Power, Sunlight Financial Holdings, Dow, ExxonMobil, Eastman, Danimer Scientific, Gevo, Origin Materials, Aemetis, Cameron, LyondellBasell
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Sunset Now: Cost Pressures & Delays Obscure Underlying Growth

  • Wind and solar industry demand fundamental projections are great under most scenarios. Delivery shortfalls and raw material inflation are spoiling the party.
  • Installation shortfalls risk some of the base case scenarios for energy transition and jeopardize many of the very bullish projections around cheap green hydrogen.
  • Materials availability constraints may be more significant than new solar module capacity builds – investment will face challenges if module makers are squeezed.
  • We also look at inflation in the ag-based raw materials for many renewable initiatives and note that it is a relative game, and the correlation with oil is high.
  • Otherwise, we look at several renewable initiatives, possible higher carbon prices in Europe, and why 2021 ESG pledges will need to become 2022 action.

See PDF below for all charts, tables and diagrams

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