ESG, Recycling, & Climate | Weekly Thematic

Does DC Understand Economics – Energy Proposals Suggest No
June 8, 2022
Products Mentioned:
Renewable Power, Wind, Solar, Hydro, GHG, Fossil Fuel, Lithium, Water, Minerals, Oil, Natural Gas, Gasoline, Hydrogen, Ammonia, EVs, Carbon, Carbon Dioxide, Polyolefins, Polyethylene, Polypropylene, Plastic, Fuels, Plastic Waste, MEG, Biofuels, Crops
Companies Mentioned:
Cenovus, KBR, Mura Technologies, LanzaTech, Denbury, Nutrien, Air Products, DWS, Albemarle, Li-Cycle, Glencore, Origin Materials, Hexpol TPE, SABIC, Navigator CO2, BASF, Chevron, Shell, Phillips 66, SK E&S, Bosch, INEOS, Cummins, Neste, Rio Tinto
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing, Climate Litigation, Clean Fuels

C-MACC Weekly “CRETER” (Climate etc.)

Does DC Understand Economics – Energy Proposals Suggest No

  • Our (first ever) guest writer (Chris Sheeron) identifies and discusses some likely unworkable “band-aid” legislative initiatives emerging to combat energy inflation.
  • Everything proposed looks to have potentially damaging unintended consequences, except the “produce everything” Republican plan.
  • The Republican plan falls short, in our view, by not mentioning greenhouse gases and the party has likely missed a great opportunity to show holistic leadership.
  • We highlight more challenges for wind and solar capacity growth, despite the tariff removal in the US – the answer is more CCS and possibly hydro-power.
  • Otherwise, we look at chemical recycling and waste disposal vs recycling. We also look at water, as a source of renewable power and a source of lithium!
Today we highlight and thank our guest author Christopher Sheeron – CEO of Grayson & Co.

See PDF below for all charts, tables and diagrams

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