Sustainability, Energy Transition, ESG | Weekly Thematic

Weaponized Investing. How Did ESG Get This Out Of Control?
June 28, 2023
Companies Mentioned:
BlackRock, Morningstar, Origin Materials, Church of England Pension, Shell, bp, Dow, LSB, Yara, Glencore, Vale, BHP, Freeport McMoRan, Albemarle, Livent, SQM, Ganfeng Lithium, Tianqi, Verde Bioresins, Braskem, Gevo, Siemens Energy, Viridi Partners, American Organic Energy, Plug 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.)

Weaponized Investing. How Did ESG Get This Out Of Control?

  • As Larry Fink removes the acronym ESG from his vocabulary, it is reasonable to ask how something that is intuitively right is now buried in mud – what next?
  • Original principles behind ESG were about doing a better job to diversify thinking at the board and leadership level and improve social and environmental impact.
  • It is now a political football because many definitions were loose, and many stakeholders applied extreme interpretations – also because of bad behavior.
  • We take another look at battery materials and the various technology options – we see high-density and low-density markets developing to keep all happy.
  • Otherwise, we look at a doubtful bio-resin initiative, but success at Origin Materials. We also look at CCS plans but no action, and more on hydrogen.

See PDF below for all charts, tables and diagrams

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