ESG, Recycling, & Climate | Weekly Thematic

It’s Not “Woke”, But In Some Cases, ESG Investing Is Just Wrong
March 30, 2023
Products Mentioned:
Hydrogen, Nuclear, Geothermal, Hydropower, Wind, Solar, Critical Minerals, Biomaterials, Waste, Polyethylene, Recycled Polymer, Plastics, Ammonia, CO2, RNG, LNG, Water
Companies Mentioned:
Blackrock, MSCI, Origin Materials, Dow, Nova Chemicals, LyondellBasell, Adnoc, OCI, Chevron, EEW Energy
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing, Climate Litigation, Clean Fuels

C-MACC Weekly “CRETER” (Climate etc.)

It’s Not “Woke”, But In Some Cases, ESG Investing Is Just Wrong

  • Some US politicians are using ESG investing as a political football – they are not wrong, but they are not right either. MSCI move shows the flaws clearly.
  • Rerating many more ETF funds (negatively) in Europe than it has left unchanged, shows that either the measures were wrong or the data was corrupted/misleading.
  • This is only the start, in our view, of a major shake-up in ESG investing that we predicted 4 years ago, but has been delayed by regulator lethargy/incompetence.
  • We look again at renewable power, the problems with capacity factors and the opportunities for nuclear – we also push hydro again given feedback on our project.
  • Otherwise, we look at the Biden biomaterial goal, and other issues with hitting recycling/renewable targets, as well as CCS in Germany, and minerals (again).

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