Sustainability, Energy Transition, ESG | Weekly Thematic

C-MACC Weekly “CRETER” (Climate etc.)

Is A Global Recession The Best Hope For Renewable Energy Goals?

• Many renewable company equities have rallied with the surging price of crude oil, but constraints to their business growth in 2021 may continue through 2022.  
• While the sense of urgency targeting renewable markets has risen, material (and labor) availability to install capacity has declined with Russia/Ukraine shutdowns.
• We are not confident that required commodities will be available to meet future energy/renewable demand because of a lack of leadership foresight and urgency.
• Conclusion: a recession may be inevitable but needed to cut material and energy demand, allowing renewable energy to invest while controlling inflation.
• Otherwise, we address why messing with carbon mechanisms is a mistake, why recycling remains challenging, and why CCS will forge new alliances.

See PDF below for all charts, tables and diagrams