ESG, Recycling, & Climate | Weekly Thematic

Will The New World Bank Please Step Forward – CERA Early Read
March 9, 2023
Products Mentioned:
Lithium, Wind, CO2, Diesel, Nickel, Cobalt, Aluminum, Styrene, Nuclear, Natural Gas, Hydro, SAF, Renewable Fuel
Companies Mentioned:
ADNOC, World Bank, bp, ExxonMobil, Chevron, Oxy, Talos, CATL, Albemarle, Tesla, Livent, SQM, Ford, GM, GE, Plug Power, Bloom Energy, Evonik, Covestro
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing, Climate Litigation, Clean Fuels

C-MACC Weekly “CRETER” (Climate etc.)

Will The New World Bank Please Step Forward – CERA Early Read

  • The sense of urgency around energy transition is apparent in almost every aspect of CERA week this year, something that was barely mentioned 5 years ago.
  • Lots of talk about the skills and the money being available to meet the challenge, but real concerns around bottlenecks – permitting and access to available funds.
  • Lender risk appetite is missing for early-stage technology and countries/regions with higher political/currency risk – this is where the World Bank should step in.
  • We look at metal pricing weakness and recap some of our concerns around lithium expectations – the range of demand forecast leaves room for major error.
  • Otherwise, we look at how the wind value chain has developed – prices need to rise – and we highlight some late reporters’ sustainability plans.

See PDF below for all charts, tables and diagrams

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