Sustainability, Energy Transition, ESG | Weekly Thematic

The Need to Count Carbon – All Things Renewable Are Not Good
April 20, 2022
Companies Mentioned:
TotalEnergies, ENEOS, SK Innovation, Gevo, Deloitte, EY, Aemetis, Neste, Clean Energy Fuels Corp, Archaea, Chevron, REGI, Shell, ExxonMobil, bp, Methanex, CF Industries, Colonial Pipeline, Rivian, Linde, Air Products, Air Liquide, Wood Mackenzie
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.)

The Need to Count Carbon – All Things Renewable Are Not Good

  • The route to renewable fuels and materials is not as simple as using a plant-based input, and carbon sources and sinks matter. The need for audits will rise.
  • Global accounting firms are staffing up – some dramatically – because they see a need to verify ESG claims, and we think carbon intensity will be top of the list.
  • Our research and analysis suggest that aviation fuel will be the most significant renewable need from a volume perspective, and demand should exceed supply.
  • We discuss the Shell energy transition report published today, concluding that it is a good report of progress and intent but will unlikely be enough to calm activists.
  • Otherwise, we discuss possible shortfalls in the supply of recyclable material, blue versus green (CCS will be critical), renewable power (again), and geology.

See PDF below for all charts, tables and diagrams

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