Sustainability, Energy Transition, ESG | Weekly Thematic

Is Recycling A “Waste” Of Time? No, Because We Have No Choice.
November 3, 2022
Companies Mentioned:
Greenpeace, Sealed Air, Mura Technology, Dow, LyondellBasell, ExxonMobil, Eastman, PepsiCo, OMV, Nova Chemicals, Purecycle Technologies, Coca-Cola, Denbury, SLB, Lapis Energy, Linde, Ecovyst, Bloom Energy, LSB Industries, Thyssenkrupp, Chart Industries, Univar
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.)

Is Recycling A “Waste” Of Time? No, Because We Have No Choice.

  • Another very damning report from Greenpeace on the lack of progress in recycling uses data selectively and out of context and draws the wrong conclusions.
  • That said, the lack of measurable progress in the US and the negative impact of banning plastic waste exports on US recycling rates are trends worth monitoring.
  • These reports are mostly filled with criticism and rarely suggest any reasonable solution, though they flag “design for recycling” needs that we have covered.
  • The polymer industry has its work cut out to turn this story around – but we argue a lot of progress has occurred, even if it is not impacting volumes much yet.
  • Otherwise, we look at climate finance, CO2 incentives, not enough focus on alternates to wind and solar (a little self-serving), and all benefitting from the IRA.

See PDF below for all charts, tables and diagrams

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