ESG, Recycling, & Climate | Monthly Thematic Piece

Power Struggle: We Need To Go Back To Basics To Solve This
September 7, 2022
Products Mentioned:
Fossil Fuels, LNG, Natural Gas, Hydrogen, Ammonia, Nitrogen, Methanol, Solar, Wind, Hydro, Nuclear, Geothermal, Propane, Plastics, Polystyrene, Styrene, PET, R-PET, Battery, Crude Oil, CO2, Oxygen, Renewable Fuels, Waste
Companies Mentioned:
BASF, SABIC, Linde, Borealis, Repsol, Versalis, Dow, Shell, Vestas, Siemens Gamesa, Plug Power, Bloom Energy, McPhy, ITM Power, NEL, Haldor Topsoe, ExxonMobil, Anellotech, Mura Technologies, First Solar, Sunoco, SquareOne
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing, Climate Litigation, Clean Fuels

C-MACC Weekly “CRETER” (Climate etc.)

Power Struggle: We Need To Go Back To Basics To Solve This

  • The race for cleaner power and cleaner energy and materials, in general, appears to be accelerating globally, and US ESG objections are not focused on this trend.
  • As we evaluate a large clean power project, demand is certainly not the issue, but costs are, and many basic industry cost issues require solutions in all markets.
  • Labor/skilled labor shortages are underestimated, and material inflation and availability will prevent experience-curve gains from benefitting most projects.
  • We see the energy crisis in Europe as not one of clean energy but in the clean energy choices – too much low capacity-factor power – Europe needs nuclear.
  • Otherwise, we look at the likely demise of polystyrene because of recycling issues, more reliance on China for clean energy equipment, and ESG arguments.

See PDF below for all charts, tables and diagrams

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