Sustainability, Energy Transition, ESG | Weekly Thematic

COP28 – What Should We Expect – Oil and Gas vs Everyone Else?
August 4, 2023
Companies Mentioned:
ADNOC, Oxy, ExxonMobil, Denbury, Talos, Aker Carbon Capture, Gulf Coast Sequestration, Linde, OCI, Air Products, Yara, BASF, Nutrien, CF Industries, Bloom Energy, Chart Industries, Navigator, Summit Carbon Solutions, Eastman, BASF, Republic Services, Gevo, First Solar, Dow
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.)

COP28 – What Should We Expect – Oil and Gas vs Everyone Else?

  • Just because the host of COP28 is a NOC does not mean that the meeting will be a defense of fossil fuels, but it might be, and you could argue that it should.
  • The UAE pledge to hit net zero by 2045 raises the bar for others, but does not mean that the country will stop producing hydrocarbons – CCS and credits are key.
  • COP28 will likely see heated debate about the future role of fossil fuels, but the narrative must change toward emissions if meaningful progress is to be made.
  • If the US can stop the in-fighting, balance between renewable investments and decarbonized natural gas use may prove to be most effective – net zero by 2045?
  • Otherwise, we look again at why taking climate seriously could be cheaper than not, the good and the bad of recycling, too little solar power & not enough nuclear.

See PDF below for all charts, tables and diagrams

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