ESG, Recycling, & Climate | Monthly Thematic Piece

EU Energy Policy: Swapping A Bad Supplier For Something Worse?
May 25, 2022
Products Mentioned:
Renewable Power, CO2, Renewable Fuels, Materials, Natural Gas, Crops, Food, Corn, Soybean, Canola, Lithium, Nickel, Fertilizer, Biofuels, Rare Earth Metals, Solar, Wind, Aluminum, Copper, Batteries, EV, Ammonia, Hydrogen, Waste Plastic, Ethylene, Carbon, Gasoline, Coal, Polyethylene, Ethanol, SAF, Fossil Fuels
Companies Mentioned:
Shell, HSBC, Cefic, VCI, CropEnergies, Rystad Energy, Albemarle, SQM, Livent, BHP, Glencore, Freeport McMoRan, Vale, WACKER, Huntsman, Westlake, Olin, Nutrien, CF Industries, LSB Industries, Denbury, Talos Energy, Tesla, Odey, BNY Mellon
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing, Climate Litigation, Clean Fuels

C-MACC Weekly “CRETER” (Climate etc.)

EU Energy Policy: Swapping A Bad Supplier For Something Worse?

  • The West is already dangerously dependent on China for too many materials and components for energy transition – Europe’s proposals will make that worse.
  • We are building renewable power and renewable fuel strategies without equally important plans for foundation industries, materials, natural gas, and crops.
  • Russia’s global influence on energy is dwarfed by China’s potential influence on materials and products that are critical to future energy plans in the West.
  • Ammonia could become the next lithium if price agnostic fuel demand compounds rising fertilizer demand against a high margin farming backdrop.
  • Otherwise, we talk about the likely climate pressure on rising corporate executives, the limits of advanced recycling, biofuels, Shell, and HSBC.

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