ESG, Recycling, & Climate | Weekly Thematic

Government ESG/Energy Inaction Will Drive More Inflation
February 9, 2022
Products Mentioned:
Carbon, Hydrogen, Lithium, Copper, Aluminum, Zinc, Cobalt, Chromium, Manganese, Oil, Natural Gas, Corn, Soy, Canola, Adhesives, Polymers, Synthetic Rubber, Coal, LNG, Renewable Natural Gas
Companies Mentioned:
Avient, Covestro, Shell, bp, ExxonMobil, Dow, Unilever, Siemens Gamesa, Bloom Energy, Denbury, Air Liquide, Gevo, Monolith
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Government ESG/Energy Inaction Will Drive More Inflation

  • The lack of ESG definitional oversight will cause investors and fund managers issues when it eventually emerges, but it is currently most risky for corporates.  
  • With unclear boundaries and misinformation, corporates can be easily (and unfairly) criticized. The reaction to this is generally conservative capital strategies.
  • Government interference is not something companies/industries desire but is needed to benefit the ESG and energy transition evolution, especially for energy.
  • Some of the larger transition goals – renewable power dependence and green hydrogen – will fail to meet objectives if activists and litigators step in.
  • Otherwise, we discuss a few carbon capture plans (uneconomic today), several ESG claims, rising coal consumption, and ambitions for chemical decarbonization.

See PDF below for all charts, tables and diagrams

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