Sustainability, Energy Transition, ESG | Weekly Thematic

EU Energy Policy: Swapping A Bad Supplier For Something Worse?
May 25, 2022
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
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.)

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

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