ESG, Recycling, & Climate | Monthly Thematic Piece

Higher Energy Prices Bring Out The Crazies – But Resources Missing
March 16, 2022
Products Mentioned:
EVs, Steel, Hydrogen, Carbon dioxide, PET, Corn, Soy, Canola, Crude Oil, Natural gas, Nickel, Lithium, SAF, Ethanol, Biopolymers, Sugar cane
Companies Mentioned:
US Steel, Nucor, Air Liquide, Linde, Bloom Energy, Plug Power, Wacker, Bp, Shell, Piedmont Lithium
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

Higher Energy Prices Bring Out The Crazies – But Resources Missing

  • Higher energy costs make renewables look more economically attractive, driving calls for development – being selective is paramount as considerable risk remains.
  • Projects that only make sense at $100 oil risk either failure when/if oil corrects or will require government bail-outs to keep operating – we look for better ideas.
  • Green steel is gaining traction: new infrastructure/manufacturing investments may demand it – opportunities for some but another renewable power demand.
  • The tension between energy security and climate activism is growing, and more lawsuits will discourage necessary energy production – leadership is needed.
  • Otherwise, we focus on Ukraine impacts, carbon prices and emissions, and bp’s more realistic wake-up call in its recent World Energy analysis.

See PDF below for all charts, tables and diagrams

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