Sustainability, Energy Transition, ESG

Clean Agriculture – Where’s The Beef?
January 19, 2024
Companies Mentioned:
LSB Industries, CF Industries, Plug Power, Tesla, Albemarle, Chesapeake Energy/Southwestern Energy
Commodities Mentioned:
Food, Natural Gas, Plastics, Hydrogen, Corn, SAF, Lithium, Ammonia, Ethanol
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, Hydrogen, ESG Investing, Climate Litigation, Clean Fuels

C-MACC Weekly Sustainability and Energy Transition Report

Clean Agriculture – Where’s The Beef?

  • 1st Topic of the Week: Clean Agriculture – The data is clear – food production and consumption have a significant carbon footprint – fixing it would mean hard to impose changes in eating habits, higher food prices, or both.
  • 2nd Topic of the Week: A bad year for natural gas – While we think that natural gas has a bright transition future, weaker global growth in 2024 could cause a demand pause while renewables surge – gas prices could be weak.
  • Otherwise – We look at the challenges with recycling at a virgin polymer cyclical low, China’s pragmatic CCS view, Plug Power blowing another fuse, and why autos could get much cheaper – lithium too.

Exhibit 1: Food Glorious Food: Counting Carbon vs Counting Calories

Source: Scientific American

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