ESG, Recycling, & Climate | Weekly Thematic

Oil and Gas Have The Cash – How Much Goes To Energy Transition?
January 12, 2023
Products Mentioned:
Natural Gas, RNG, Hydrogen, SAF, Biofuels, Synthetic Fuels, Ammonia, Oil, C02, Carbon, Renewable Power, Wind, Solar, Geothermal, Hydro, Nuclear, Polymers, R-PET, Coal, EVs, Waste, PV  
Companies Mentioned:
ExxonMobil, Chevron, Occidental, Shell, bp, TotalEnergies, BASF, Dow, Hanwha, Aramco, ADNOC, Neom, Air Products, Aker Carbon Capture, 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.)

Oil and Gas Have The Cash – How Much Goes To Energy Transition?

  • Redirecting oil and gas profits to energy transition-led investments makes sense in concept – creating a high return on investment backdrop would open floodgates.
  • Taxation is not the answer. The capital allocation process should be efficient, and governments are bad at this. The Middle East is moving – so should the US.
  • Chemical companies are looking at direct investment in power generation to reach decarbonization goals – the same logic should apply to cash-rich oil and gas.
  • Recycling is becoming more of a focus as the economics look less attractive – we see consolidation and more acceptance of chemical recycling as likely outcomes.
  • While we see plenty of R&D in Hydrogen in the West and a desire to not let China dominate hydrogen equipment etc., IP has only slowed China in other areas.

See PDF below for all charts, tables and diagrams


Contact us to subscribe to our services and gain access to full content.

Request A Free Trial