ESG, Recycling, & Climate | Weekly Thematic

Environmental “Affirmative Action” Could Cause More Problems
June 16, 2022
Products Mentioned:
Renewable Power, Natural Gas, Hydrogen, Recycled Polymers, Plastic Waste, Plastics, Ammonia, Methanol, Oil, Ethanol, Gasoline, Carbon Dioxide, Biofuels, Renewable Fuel, Carbon, Coal, Fertilizer, Crops, Oxygen, Water, Lithium, Nickel, Cobalt,, Aluminum, Copper
Companies Mentioned:
Freeport LNG, IOC, bp, Navigator CO2 Ventures, POET, Summit Carbon Solutions, Nutrien, ExxonMobil, Air Products, Linde, WEC Energy, DWS
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing, Climate Litigation, Clean Fuels

C-MACC Weekly “CRETER” (Climate etc.)

Environmental “Affirmative Action” Could Cause More Problems

  • 10 days in the UK resulted in many interesting conversations around, inflation, energy security/transition, jobs, lingering Brexit issues, Boris, Biden, and Putin.
  • Some of the “tacit” employment affirmative action we see in the UK and Europe is raising costs for employers and we see a risk that a broader ESG trend develops.
  • Overpaying, and competing for scarce resources, especially renewable power because of peer or shareholder pressure could drive down profits. 
  • Otherwise, (in a shorter report than usual) we have a lot on renewable power initiatives, rising costs of solar, increasing ambition in CCS, and more on investing.

See PDF below for all charts, tables and diagrams

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