Sustainability, Energy Transition, ESG | Weekly Thematic

If Decarbonizing Projects Stall Do Credits Become More Valuable?
July 21, 2023
Companies Mentioned:
ExxonMobil, Denbury, Climeworks, Oxy, Freeport-McMoRan, LyondellBasell
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.)

If Decarbonizing Projects Stall Do Credits Become More Valuable?

  • Developing our recent thoughts about slowing momentum in some segments of energy transition, could one possible conclusion be that credit demand rises?
  • If decarbonizing targets and pledges to stakeholders cannot be met in a timely manner through investments, some companies may look for more offsets
  • A current mischaracterized and inefficient credit market could become more interesting and higher-value credits, like methane abatement, could jump in value.
  • We look again at batteries and ingredients and note that the current weakness in metal prices could curtail badly need investments to meet 2030 goals.
  • Otherwise, we try to solve the recycling puzzle, again, we look at ExxonMobil’s acquisition of Denbury, and we highlight power generation just keeping pace.

See PDF below for all charts, tables and diagrams

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