Sustainability, Energy Transition, ESG | Weekly Thematic

Promises: Hard To Keep Climate Pledges When They Can’t Work
May 25, 2023
Companies Mentioned:
NEOM, Air Products, Eastman, Li-Cycle, Shell, ExxonMobil, bp, Chevron, Aemetis, Archaea, Gevo, Toyota
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.)

Promises: Hard To Keep Climate Pledges When They Can’t Work

  • The G7 is facing criticism for its failure to set firm deadlines on the phasing out of coal and natural gas – the real focus should still be on emission reduction.
  • Education is key, as climate activists must recognize the consequences of what they are demanding (inflation and disorder) – ambitious alternatives exist.
  • But GHG reduction is as likely to become as politicized in the US through this next election cycle as COVID was in the last. Large rifts with Europe could develop.
  • The NEOM project looks unprofitable, especially if the hydrogen is intended for Europe – higher handling costs in Europe could offset lower power costs in Saudi.
  • Otherwise, we look at battery recycling, the high cost of carbon abatement, more on hydrogen costs and values, lithium, biofuels, and dogs.

See PDF below for all charts, tables and diagrams

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