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

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