Sustainability, Energy Transition, ESG | Weekly Thematic

Power Struggle – Likely the Phrase of the Year for 2023!
January 5, 2023
Companies Mentioned:
Bloom Energy, Origin Materials, Vestas, First Solar, Covestro, Freeport McMoRan, Tesla, Cheniere, Albemarle, NuScale, RoPower, Ford, Longi, TCL, Livent, SQM, Ganfeng Lithium, Glencore, Umicore, Fulcrum Bioenergy, Freeport LNG, PureCycle Technologies
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.)

Power Struggle – Likely the Phrase of the Year for 2023!

  • Renewable power is likely to be supply constrained for the next decade at least, with the desire for it eclipsing availability, potentially driving costs higher.
  • The largest challenge, as a consequence, is likely to be hydrogen, as the lure of cheap power is driving investment ideas that are uneconomic without it.
  • The pressure on wind and solar is driving a much greater focus on alternatives, especially nuclear, but also further use of natural gas and more hydropower.
  • We focus on recycling and how the landscape may change because of lower polymer prices globally – polymer producers are likely to consolidate recycling.
  • Otherwise, we look at expectations for CCS in 2023 – lots more partnerships and arguments about carbon values, and we discuss outlooks for Bloom and Origin.

See PDF below for all charts, tables and diagrams

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