Will Russia’s Actions Send ESG and Energy Transition to Siberia?

Companies Mentioned: Linde, Albemarle, Cosan, Nacero, Aemetis, Gevo, Microvast Holdings, Infrastructure & Energy Alternatives, TC Energy, Alto Ingredients, LiqTech International, EoS Energy Enterprises, ESS Tech, Fluence, Electric Last Mile Solutions, NextEra, Mullen Automotive, Denbury, Neste, Air Liquide, Dow, Archaea Energy, Haldor Topsoe, GPRE, CF Industries, Talos, ArcelorMittal, DuPont, Deere, Solvay, Veolia, Trinseo, TotalEnergies, Aurubis, Honeywell, Versalis, Novoloop, Rio Tinto, Borealis, Enel, Plug Power, Ford, Shell, Idemitsu, Vertex Energy, The Andersons, Santos

As diesel belching tanks roll across Ukraine, publishing research on emission abatement feels odd, but the climate challenges will worsen from conflict.
Sector performance has not been spectacular, year-to-date – even relative to the broader market, and we remain well off the 2021 highs – no apparent catalysts.
We study some new large-scale green energy and carbon capture projects, noting that today in the US, these are pretty but mostly unfunded pictures.
More waste plastic is disappearing into new applications: this is good only if you are not committed to increasing recycled polymer content. Packagers must adapt.
Otherwise, we discuss the transformation at DuPont, and comment on carbon prices, ethanol, and renewable fuels – more progress here than other sub-sectors.

See PDF below for all charts, tables and diagrams