Sustainability, Energy Transition, ESG | Weekly Thematic

Money, Money, Money – Energy Transition Needs More
July 7, 2023
Companies Mentioned:
Orsted, First Solar, Vestas, TotalEnergies, INEOS, Shell, Plug Power, Bloom Energy, Chart Industries, BlackRock, Dow, Syclus, Axens, Denbury, Origin Materials, Glencore, Capital 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.)

Money, Money, Money – Energy Transition Needs More

  • As we head toward COP28, the availability of money will increasingly be the focus of debate around the quantum needed and how to attract private capital.
  • The money is there, but the returns are not. Government-supported debt is a less expensive option than private equity but returns still need to be adequate.
  • Governments need to subsidize investments to attract private money and consumers will pay; inevitable, so why delay? Debate won’t change the conclusion.
  • We look at peak power demand and question whether we are playing a game of chicken with increased renewable dependence – bad weather could upset things.
  • We look at more CCS needs, ethanol as an expensive option for materials, low-carbon projects, and more ESG debate. Check out our new hydrogen service here.

See PDF below for all charts, tables and diagrams

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