Sustainability, Energy Transition, ESG | Weekly Thematic

It’s All Happening in Egypt, But Will Progress Become Entombed
November 10, 2022
Companies Mentioned:
Air Products, CF Industries, New Fortress, Albemarle, Livent, SQM, Ganfeng, Glencore, Umicore, Freeport-McMoRan, Lithium Americas, Nutrien, Coca-Cola, Pepsi, Unilever, Greenpeace, Oxy, Issaquena Green Power, PWC, Tesla
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.)

It’s All Happening in Egypt, But Will Progress Become Entombed

  • The public alignment at COP27 likely masks country concerns around how to manage both climate goals and current energy, food, and inflation issues.
  •  Accelerating energy transition is likely to make something already expensive more so: we use hydrogen as an illustration – suggesting that low costs are far off.
  • We are concerned that growth spending will stop – for new plant and equipment and R&D, as environmental compliance consumes more cash and legal costs rise.
  • We note that fertilizers and lithium are the bright spots for investors today, but other critical metals seem to have bottomed – EV demand is a significant driver.
  • Otherwise, we look at declining recycled polymer prices, oxy-combustion, methane emissions, DAC, US coal-based power, and ESG investing’s demise!

See PDF below for all charts, tables and diagrams

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