Sustainability, Energy Transition, ESG | Weekly Thematic

Carbon Capture – Another Government-Led Disappointment?
December 15, 2022
Companies Mentioned:
Denbury, BASF, Enverus, ExxonMobil, Chevron, Talos, Oxy, Air Products, Gulf Coast Sequestration, Climeworks, Mura Technology, Cameron LNG, Entergy, Borealis, Covestro, INEOS, NextEra Energy, AES, Green Rock, CHS, 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.)

Carbon Capture – Another Government-Led Disappointment?

  • As calls for more CCS grow in Europe and the US, there are signs that the most significant impediments might be regulatory approvals and legal challenges.
  •  We view the current upheaval in ESG investing as primarily due to regulator inaction and legal challenges – this same process could slow emission abatement.
  • The IRA continues to drive wedges between Europe and the US in terms of expected competitive advantages in the US – we think Europe has bigger problems.
  • The CBAM may be bad timing for Europe, especially if some of its basic industries shut down and it becomes dependent on imports that could now be taxed.
  • We also note increasing agreements to buy renewable power – will demand overwhelm supply? We address some ESG questions and look at low-carbon food.

See PDF below for all charts, tables and diagrams

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