Sustainability, Energy Transition, ESG | Weekly Thematic

Energy Transition and Energy Security are Not Mutually Exclusive
March 2, 2022
Companies Mentioned:
ExxonMobil, Chevron, Denbury, Origin Materials, Gevo, Danimer Scientific, Renewable Energy Group, Heinz, Ineos Sytrolution, Chart Industries, Archaea, Ecovyst, Covestro, First Solar
Commodities Mentioned:
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Energy Transition and Energy Security are Not Mutually Exclusive

  • Governments in the West are going to have to adapt policies around energy transition such that they also address energy security – Russia’s actions show this.
  • While we do not believe that these goals are mutually exclusive, policies will need to change, and to meet some of the IPCC report concerns, change now.
  • ExxonMobil’s path to net-zero, outlined today requires a backdrop of regulations that appropriately price carbon and move much faster with CCS.
  • We talk about what needs to happen to get some of the newer technology companies moving again – customers need to step up to support financing.
  • Otherwise, we look at recycling polymer challenges and opportunities, Chevron’s biodiesel purchase, and more on the ESG investing front.

See PDF below for all charts, tables and diagrams

Client Login

Learn About Our Subscriptions and Request a Trial

Contact us to gain full access and experience our services!

Request a Free Trial