Sustainability, Energy Transition, ESG | Weekly Thematic

Biofuels are hitting the headlines – important but no panacea
September 15, 2022
Companies Mentioned:
Gevo, Aemetis, BASF, Fulcrum Bioenergy, Mitsui, CF Industries, OCI, Dow, Mura, Li-Cycle, Linde, Plug Power, Air Products, OMV, Thyssenkrupp, Nel, SoCalGas, Siemens Gamesa, Ineos
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.)

Biofuels are hitting the headlines – important but no panacea

  • The future is bright for biofuels, but these fuels will not allow airlines to meet demand targets. The math around production does not work – inputs will fall short.
  • Synthetic fuel is the longer-term solution, but the (renewable) power needs to make the fuel means that it will likely be experimental and small before the 2040s.
  • Meanwhile, if you can make zero carbon biofuels the airlines will likely pay what it takes – this is good news for Gevo, Aemetis, and others if they can deliver.
  • On the ground, while each fuel has its fan base, ammonia increasingly looks like the best option for longer-distance transport fuel, like shipping.
  • Otherwise, we look at recycled polymer pricing, LNG and CCS, more on hydro and other renewable power, electrolyzer demand, and new energy employment.

See PDF below for all charts, tables and diagrams

Client Login

Learn About Our Subscriptions and Request a Trial

Contact us to gain full access and experience our services!

Request a Free Trial

Archives