ESG, Recycling, & Climate | Monthly Thematic Piece

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

Contact us to subscribe to our services and gain access to full content.

Request A Free Trial