Sustainability, Energy Transition, ESG | Weekly Thematic

With A Little Help From My Friends: How We Drive Global Progress
August 25, 2023
Companies Mentioned:
Petronas, Pertamina, BP, Shell, ExxonMobil, Plug Power, Gevo, Dow, Braskem, SCG Chemicals, PureCycle Technologies, Eastman, Chevron, Indorama Ventures, Neste, ENEOS, Tesla
Commodities Mentioned:
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing, Climate Litigation, Clean FuelS

C-MACC Weekly Sustainability and Energy Transition Report

With A Little Help From My Friends: How We Drive Global Progress

  • As COP28 approaches, we would expect the social environmental justice piece to take center stage as emission reduction must include the developing world.
  • For years now, the attendees at the COP meetings have been trying to iterate toward inexpensive solutions that do not result in energy inflation.
  • At some point, this needs to be addressed head-on as even developed nations cannot evolve without higher costs, and they then need to subsidize other nations.
  • The next few years’ political mindsets of those in power suggest challenges with reaching a global agreement – the weather needs to get a lot worse to drive focus.
  • Otherwise, we look at behind-the-meter power, bioplastics, more recycling challenges, decarbonizing LNG, and the cost of not using hydrogen.

See PDF below for all charts, tables and diagrams


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