Sustainability, Energy Transition, ESG | Weekly Thematic

Deglobalization: Good For Current Mood – Bad For Climate Change
March 1, 2023
Companies Mentioned:
Britishvolt, Nikola, Li-Cycle, Dow, X-Energy, Braskem, NuScale Power, bp, Fulcrum Bioenergy, Climeworks, Oxy, Chevron, Aqualung Carbon Capture, Denbury, ExxonMobil, SK Materials, CarbonFree, CF Industries, LSB Industries, Lotte Chemical, BASF, Origin Materials, Shell, TotalEnergies, OMV
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.)

Deglobalization: Good For Current Mood – Bad For Climate Change

  • Effective global energy transition requires a level of global collaboration better than we saw with COVID – current trends suggest we are moving the wrong way.
  • National/Energy security issues pull countries in different directions & incentive programs are different enough to drive wedges through trade agreements.
  • Attempts to drive national security of clean energy solutions may drive more failed initiatives with underdeveloped technologies – increasing financial stress.
  • The big risk is that enough countries create wide enough economic moats to cause other global agreements to fail with some major and important trade at risk.
  • Otherwise, we look at other ambitions – more CCS, more blue and green hydrogen and ammonia, and possible higher share prices by moving countries!

See PDF below for all charts, tables and diagrams


Client Login

Learn About Our Subscriptions and Request a Trial

Contact us to gain full access and experience our services!

Request a Free Trial

Archives