ESG, Recycling, & Climate | Monthly Thematic Piece

The Need For Speed – The Government Stresses Urgency but Regulation and Bureaucracy are Rate Limiting
October 26, 2022
Products Mentioned:
Hydrogen, CO2, Carbon Black, Renewable Power, Metals, Fertilizer, Ammonia, EVs, Plastics, Polyolefins, PET, Polyethylene, Polystyrene, Rubber, Hydrocarbons, Oil, Basic Chemicals, Coal, Wind, Solar, Hydro, Nuclear
Companies Mentioned:
Issaquena Green Power, Albemarle, GE, Siemens Gamesa, Vestas, ExxonMobil, LyondellBasell, Borealis, Nexus, Dow, Eastman, Alpek, Monolith, Origin Materials, Orion Engineered Carbons, ADM, Denbury, CF Industries, NuScale Power, Prodigy Clean Energy, Rystad Energy, Tesla
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing, Climate Litigation, Clean Fuels

C-MACC Weekly “CRETER” (Climate etc.)

The Need For Speed – The Government Stresses Urgency but Regulation and Bureaucracy are Rate Limiting

  • Much-needed experience curves in critical energy transition technologies will be negatively impacted by regulatory delays in the US, leading to missed targets.
  • Large-scale projects for hydrogen and CCS, for example, face all sorts of hurdles from the same government that expects them to deliver transition quickly.
  • The wind turbine industry continues to struggle, despite record orders and strong offshore momentum – will lose money in 2022 – power prices up in 2023.
  • We make the case that PET should gain more packaging market share – especially from polystyrene as the design for recycling steps up.
  • We note increased interest in all things “blue” in the US Gulf Coast but expect the higher 45Q to be unobtainable for many for years, waiting for Class 6 permits.

See PDF below for all charts, tables and diagrams

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