Sustainability, Energy Transition, ESG | Weekly Thematic

Frantic Across The Atlantic – Common Sense Takes a Back Seat
June 22, 2022
Commodities Mentioned:
Companies Mentioned:
BP, Bloom Energy, Siemens, Thyssenkrupp, INEOS, Plug Power, Advent Technologies, Ballard, Dow, Shell, Enterprise Products, Energy Transfer

C-MACC Weekly “CRETER” (Climate etc.)

Frantic Across The Atlantic – Common Sense Takes a Back Seat

  • Consensus energy transition and emission views appearing possible post COP26 are on shaky ground as politicians (especially in Europe) face bigger challenges.
  • As approval ratings collapse, some of the tougher coordinated climate change actions may be pushed aside. Activists will likely step up aggressively if this occurs.
  • Europe is the most vulnerable as the economic issues (inflation, energy, etc.) and disagreements could cause further fragmentation of the union and civil unrest.
  • Meanwhile, countries and companies push ahead with flagship projects, mainly hydrogen, that look to add to inflation. Will some be top of the cost curve?
  • Otherwise, we look at recycling and packagers’ need to change targets, falling CO2 credits, power price inflation, and why we like hydrogen equipment makers.

See PDF below for all charts, tables and diagrams

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