Sustainability, Energy Transition, ESG | Weekly Thematic

With A Spotlight On Material Shortages – Efficient Use Matters
March 23, 2023
Companies Mentioned:
Bloom Energy, Nova Chemicals, Dow, LyondellBasell, Mura Technologies, Air Products, Fulcrum Bioenergy, BASF, Danimer, Shell, bp, Nokia, Samsung, Tesla, Ford, Issaquena Green Power 
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.)

With A Spotlight On Material Shortages – Efficient Use Matters

  • Was the IRA really intended to support the idea of banks of expensive electrolyzers sitting idle for 70% of the day? Profitable but a poor use of resources.
  • Not enough is being done to think this through – storage is the go-to solution but requires overbuilding of wind/solar and expensive batteries – more resources.
  • We would have much less of a critical mineral issue if they were used efficiently, and while this is a challenge, it is one worth pursuing – nuclear would help.
  • We also look at the benefits of modular and standardized production versus customized solutions – standardization can lead to much more profit.
  • Otherwise, the WPC conference is driving a lot of discussions around recycling and sustainability and furthered many energy transition conversations from CERA.

See PDF below for all charts, tables and diagrams


Client Login

Learn About Our Subscriptions and Request a Trial

to gain full access and experience our services!

Request a Free Trial