Sustainability, Energy Transition, ESG | Weekly Thematic

Recycling: Beware Of The Misleading PR
March 30, 2022
Commodities Mentioned:
Companies Mentioned:
Agilyx, Mura Technology, IHS Markit, PureCycle Technologies, LyondellBasell, Covestro, Fulcrum Bioenergies, Dow Inc., Fluor, Hitachi, GE, Westinghouse, Toshiba, Framatome, Gevo, Monolith

C-MACC Weekly “CRETER” (Climate etc.)

Recycling: Beware Of The Misleading PR

  • The world is full of recycling initiatives, but few make commercial sense and address other environmental issues, such as curbing GHG emissions.
  • Chemical (advanced) recycling and incineration dispose of waste efficiently. However, costs are high due to sizable energy needs and required decarbonizing.
  • Recycling hard to separate polymers into durables may be a compromise that works for all parties as emissions are low and virgin polymer demand stays high.
  • Some of the dire weather predictions associated with climate change might impact material availability in the US, but may also be a reason to invest in nuclear.
  • Otherwise, we evaluate carbon taxes versus prices, the challenges of finding enough cheap renewable power, and the value of the IEA.

See PDF below for all charts, tables and diagrams

Contact us to subscribe to our services and gain access to full content.

Request A Free Trial