Sustainability, Energy Transition, ESG | Weekly Thematic

Energy Transition and Energy Security are Not Mutually Exclusive
March 2, 2022
Commodities Mentioned:
Companies Mentioned:
ExxonMobil, Chevron, Denbury, Origin Materials, Gevo, Danimer Scientific, Renewable Energy Group, Heinz, Ineos Sytrolution, Chart Industries, Archaea, Ecovyst, Covestro, First Solar

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

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