ESG, Recycling, & Climate | Monthly Thematic Piece

It’s All Happening in Egypt, But Will Progress Become Entombed
November 10, 2022
Products Mentioned:
Hydrogen, Recycled Polymer, Plastic Waste, Hydrocarbons, EVs, Renewable Power, Solar, Wind, Hydro, Coal, Ammonia, Urea, Natural Gas, Methanol, Fertilizer, Plastics, Minerals, Lithium, Copper, Cobalt, Nickel, Spodumene, Nitrogen, Methane, CO2, SAF, Biofuels, Water
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
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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