ESG, Recycling, & Climate | Monthly Thematic Piece

ESG Pledges Mount in Earnings and Sustainability Reports; Unclear How Many Are Viable & Supported By Real Action Plans
May 4, 2022
Products Mentioned:
CO2, Ammonia, Polymers, Carbon, Industrial Gas, Water, Wind, Solar, Renewable Power, Renewable Materials, Hydrogen, Biofuels, Lithium, Methanol, Polyethylene, Corn, Biodegradable Polymers, Photovoltaic, Methane
Companies Mentioned:
LyondellBasell, LSB Industries, Livent, Air Liquide, Air Products, Linde, Neste, Ecovyst, Renewable Energy Group, Enviva, Hexagon Purus, Atlantia Sustainability Infractuture, Montauk Renewables, Arrival Group, Advent Technologies, LiqTech International, Mullen Automotive, Electric Last Mile Solutions, Williams, Westlake, Siemens Gamesa, Braskem, Lummus, Danimer Scientific, Kemira, WACKER, Methanex, Vestas
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing, Climate Litigation, Clean Fuels

C-MACC Weekly “CRETER” (Climate etc.)

ESG Pledges Mount in Earnings and Sustainability Reports; Unclear How Many Are Viable & Supported By Real Action Plans

  • Corporate quarterly and sustainability reports are full of good intentions and targets, but most remain theoretical – we question the viability of many plans.
  • While 2030 targets provide plenty of timing flexibility, a late-decade rush could make logistic bottlenecks worse than those seen today – a plus for cost inflation.
  • First-mover advantages today are likely limited unless customers will pay for greener products, but benefits may arise for those beating the investment peak.
  • There is a little more action in the US, with a Republican Caucus on climate change and energy transition forming post the API carbon tax proposal.
  • Otherwise, we look at alternative polymers, significantly more studies around US CCS, more wind problems, and renewable power price inflation in Europe.

See PDF below for all charts, tables and diagrams

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