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

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