Sustainability, Energy Transition, ESG | Weekly Thematic

Power To The People – But Clean Energy, And Industry Wants It Too
April 6, 2022
Companies Mentioned:
Air Products, ACWA, Ecolab, Neom, Dow, Drax, Enviva, Hy24, Cheniere, Nova Chemicals, SolarEdge, Enphase Energy, Beam Global, Canadian Solar, Brookfield Renewable, Shoals Technologies, Stem, Inc., First Solar, Enovix Corp., Fluence Energy, BASF, Henkel, Sempra Energy, TotalEnergies
Commodities Mentioned:
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing, Climate Litigation, Clean Fuels

C-MACC Weekly “CRETER” (Climate etc.)

Power To The People – But Clean Energy, And Industry Wants It Too

  • The inflation in power prices around the world highlights both the growth in power demand – partly because of EV adoption and investment shortfalls.
  • Many of the proposed industrial investments to address fuel needs and plastic waste require renewable fuel to meet promised carbon goals.
  • Opportunities exist for creative ways to find low carbon power, and we expect industrial consumers to sponsor projects, even if costs may be higher than current.
  • Related to these issues, we look at European energy and power challenges and the cost of chasing the less reliable wind and solar power too quickly.
  • Otherwise, we look at recycling collection challenges and pricing implications, carbon prices, collaborations, and investment locations based on regulation.

See PDF below for all charts, tables and diagrams

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