C-MACC Weekly “CRETER” (Climate etc.)
Energy Transition – The Lunatics Face-Off – Trouble Ahead
- We view the Supreme Court ruling to limit EPA authority as a step back for US environmental policy during a critical period to align energy transition efforts.
- We are not taking a political stance, but we do see the need to focus on needed common sense and practical solutions and the consequences of regulatory actions.
- A likely consequence of last week’s ruling is more activism and possible tension with European trading partners – something multinational companies do not want.
- We look at Yara’s plans for a clean ammonia empire, noting some realistic views of the timing of green ammonia and the likely evolution of costs – blue first.
- Otherwise, we look at recycling rates, highlight numerous developments on ESG rating methodologies and their variances, and flag several lithium market issues.
See PDF below for all charts, tables and diagrams
Client Login
Learn About Our Subscriptions and Request a Trial
to gain full access and experience our services!