Sustainability, Energy Transition, ESG | Weekly Thematic

What If We Got Consensus? Thoughts on a Climate-Focused World
July 28, 2023
Companies Mentioned:
Air Products, Air Liquide, Linde, Braskem, LSB, Waste Management, Oxy, Denbury, ADM, Rio Tinto
Commodities Mentioned:
Hydrogen, CO2, Steel, Aluminum, Industrial Gases, Electric Power, Nuclear, Solar Modules, Polyethylene, PET, Corn, Sugar Cane, Soy
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing, Climate Litigation, Clean Fuels

C-MACC Weekly “CRETER” (Climate etc.)

What If We Got Consensus? Thoughts on a Climate-Focused World

  • We depart from our norm to start this week, as we look at rising severe weather events and question what would happen if the World agreed on climate risk, now.
  • The quickest route to cut emissions would be to cut non-essential transport – flights and cars. We had practice with COVID, so we know it is possible.
  • Renewable power would need to focus first on decarbonizing essentials with non-essentials offline for years; industry forced to make essential products only.
  • Economies would be devastated, unemployment would rise, and governments would likely fail, but a “war footing” mentality would be needed to get fast change.
  • Otherwise, we look at power constraints again, with a focus on steel, we look at several recycling/renewable initiatives, carbon capture for EOR, and panels.

See PDF below for all charts, tables and diagrams

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