Sustainability, Energy Transition, ESG | Weekly Thematic

Energy Transition – The Lunatics Face-Off – Trouble Ahead
July 7, 2022
Companies Mentioned:
Yara International, ExxonMobil, Cheniere, NextDecade, Enterprise Products, Fluor, Brookfield Business Partners, Nutrien, Keurig Dr Pepper, Shell, Perstorp, Fortum, Uniper
Commodities Mentioned:
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing, Climate Litigation, Clean Fuels

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

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