ESG, Recycling, & Climate | Weekly Thematic

Carbon Capture – Increasingly the Key To Energy Transition
March 15, 2023
Products Mentioned:
Hydrocarbons, Natural Gas, Crude Oil, CO2, Carbon, Batteries, EVs, Critical Metals, Lithium, Copper, Nickel, Cobalt, Wind, Solar, Nuclear, Hydro, Geothermal Power, Hydrogen, Ammonia, PET, Polyethylene, Ethylene, Virgin Resin, Recycled Plastic
Companies Mentioned:
Oxy, 1PointFive, Technip Energies, Shell Catalysts & Technologies, Zachry Group, Calpine, Air Products, Climeworks, Aker Carbon Capture, Denbury, Citi, Nova Chemicals, ExxonMobil, LyondellBasell, bp, Shell, TotalEnergies, Chevron, Aramco, Sasol, Sinopec, Eni, OMV, CNOOC
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing, Climate Litigation, Clean Fuels

C-MACC Weekly “CRETER” (Climate etc.)

Carbon Capture – Increasingly the Key To Energy Transition

  • Decarbonizing hydrocarbon use is in the spotlight as countries reel from a year when energy security has been higher on the agenda than energy transition.
  • Our expectation that more oil and gas, especially gas, will be needed, than in original plans is turning out to be correct but large-scale CCS was part of our view.
  • The need to align safe sequestration locations with economics and permitting is the challenge from here – Malaysia for example has ample space but no price.
  • The UK has unveiled a bold but expensive plan to support CCS and coastal European countries will likely need to do the same or lose investment to the UK.
  • Otherwise, the questions of the critical material get louder, although prices move lower, recycling targets look challenged and renewable inflation continues.

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