Sustainability, Energy Transition, ESG | Weekly Thematic

It’s Not “Woke”, But In Some Cases, ESG Investing Is Just Wrong
March 30, 2023
Companies Mentioned:
Blackrock, MSCI, Origin Materials, Dow, Nova Chemicals, LyondellBasell, Adnoc, OCI, Chevron, EEW Energy
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.)

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

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