ESG, Recycling, & Climate | Monthly Thematic Piece

Comfortably Numb: The COP27 Discussion Is Easier Than The Need
November 17, 2022
Products Mentioned:
Hydrogen, Ammonia, CO2, Coal, Recycled Plastic, Waste, Virgin Polymer, Syngas, RNG, Natural Gas, PP, PE, HDPE, Fertilizer, Methanol, Canola, Renewable Fuels, Corn, Soy, Renewable Power, Wind, Solar, Coal, Water, Gasoline, EVs, Batteries, Lithium, Nickel, Copper, Minerals, Oxygen, Biofuels, SAF
Companies Mentioned:
PureCycle Technologies, Ecolab, NET Power, Oxy Low Carbon Ventures, DG Fuels, Archaea, bp, Gevo, Tesla, Porsche, Ford
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing, Climate Litigation, Clean Fuels

C-MACC Weekly “CRETER” (Climate etc.)

Comfortably Numb: The COP27 Discussion Is Easier Than The Need

  • While COP27 has been characterized by platitudes and agreements in principle, there is a lot more focus on how much money needs to be spent than on who pays.
  • Estimates of spending needs are varied, and poorly defined by “where needed”, but the numbers are very large and relentless – year after year – through 2050.
  • Well-defined incentives are likely the only way to get things done, but getting global agreement on incentives will be hard, as will compensating poorer nations.
  • Meanwhile, water is pushing its way into the front row – more concerns over supply and more need for action – we still like the investment space very much.
  • Otherwise, we take on a couple of recycling issues, oxy-combustion, other overly stretched power options, coal, and biofuels.

See PDF below for all charts, tables and diagrams

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