Sustainability, Energy Transition, ESG | Weekly Thematic

ESG Gets Its Day(s) In Court – Not Good for the Evolution
June 1, 2022
Commodities Mentioned:
Companies Mentioned:
DWS, Deutsche Bank, Tesla, Albemarle, HSBC, Air Products, Baker Hughes, Caterpillar, ConocoPhillips, Freeport McMoRan, FedEx, Halliburton, International Paper, J.B. Hunt, Linde, LyondellBasell, Marathon Petroleum, Oil Newmont, Republic Services, Schlumberger, UPS, Valero, Waste Management, Westrock, Chevron, Accenture, Wells Fargo, IBM, 3M, Dollar General, Kimberly Clark, Delta, Sealed Air, NextDecade, TotalEnergies, Sherwin Williams, M&T Bank, United Airlines, Oxy, Sempra, GCS

C-MACC Weekly “CRETER” (Climate etc.)

ESG Gets Its Day(s) In Court – Not Good for the Evolution

  • Rumblings around lacking ESG investment clarity, which have grown louder for years, are coming to a head, as investors lose patience and the law steps in.
  • Despite best intentions, the regulators are late to the party and risk having to deal with a lot of legal precedents if lawsuits are concluded before regulations.
  • The rise in ESG labeled assets under management suggests significant stock fallout as rules emerge and portfolios are rebalanced. More losers than winners.
  • We talk about cash and resource misallocation if projects are progressed that rely on high oil or natural gas prices – there may be cash to spare but not materials.
  • Otherwise, we discuss the growing gap between recycled plastic supply and demand, decarbonizing LNG, and more power shortages.

See PDF below for all charts, tables and diagrams

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