ESG, Recycling, & Climate | Weekly Thematic

IPCC Identified the Problem; Proposed Solutions Are Flawed
April 13, 2022
Products Mentioned:
Hydrogen, Wind, Solar, Copper, Lithium, Nickel, Cobalt, Chromium, Zinc, Manganese, Water, Carbon Dioxide, LNG, Ethanol, PVC, Chlor-Alkali
Companies Mentioned:
Enterprise Products, Dow, ExxonMobil, Chevron, Occidental, Cheniere, Westlake, Albemarle, LyondellBasell
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing, Climate Litigation, Clean Fuels

C-MACC Weekly “CRETER” (Climate etc.)

IPCC Identified the Problem; Proposed Solutions Are Flawed

  • The IPCC’s most recent report properly articulated the scale of climate change and the risks without more action – we view its proposed solutions as flawed.
  • We observe too much faith in a strained renewable power solution and a reluctance to embrace a realistic transition strategy – involving hydrocarbons.
  • High energy prices may spur more interest in alternatives, but a lack of materials for proposed solutions remains a significant concern. Alternatives are needed.
  • We also look at the trade and globalization implications of uneven carbon-based regulation worldwide, likely to change relative costs and drive tariffs.
  • Otherwise, we look at plastic taxes, more on energy, the increasing flow of ESG-related corporate updates, and increasing concerns about water quality and costs.

See PDF below for all charts, tables and diagrams

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