Sustainability, Energy Transition, ESG | Weekly Thematic

Emission Impossible: Where Is Tom Cruise When You Need Him?
October 20, 2023
Companies Mentioned:
ADNOC, BYD, Geely, Tesla, Aramco, ExxonMobil, Proman, Mitsubishi, Orsted, Equinor
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

Emission Impossible: Where Is Tom Cruise When You Need Him?

  • Regardless of the location of COP28 and who is hosting this was always likely to be a showdown between those wanting a practical approach & those on a Mission.
  • We cannot Cruise to any lower carbon scenario easily, and unless there is a route that minimizes economic harm, we risk Fallout, and Rogue Nations saying no.
  • A successful COP28 will turn the attention more towards emissions and away from exiting fossil fuels quickly, driving a coordinated effort to decarbonize fuels.
  • But the emission focus will raise the bar for all, and material, fuel, and vehicle do-gooders will need a more intense focus on their own footprints, metals also.
  • Otherwise, we look at options for the NOCs and the IOCs, grid infrastructure, the amount of US-based investment relying on CCS, EV consolidation, and batteries.

See PDF below for all charts, tables and diagrams

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