ESG, Recycling, & Climate | Monthly Thematic Piece

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

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

Request A Free Trial