ESG, Recycling, & Climate | Weekly Thematic

Deglobalization: Good For Current Mood – Bad For Climate Change
March 1, 2023
Products Mentioned:
Hydrogen, Ammonia, Plastics, Polyethylene, PET, Lithium, Batteries, Steel, Carbon, CO2, Carbon Black, Renewable Power (Hydro, Wind, Solar), Nuclear Power, Syngas, Waste, SAF, Biofuels, Crude Oil, Natural Gas, Fertilizer, Urea, UAN, Hydrocarbons
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
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

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