Sustainability, Energy Transition, ESG

And Then There is Climate Change!
March 28, 2024
Companies Mentioned:
Issaquena Green Power, Dow, Aramco, Oxy, Eastman, Amazon, Fisker, REX American Resources
Commodities Mentioned:
Hydrogen, Carbon, Ammonia, Copper, Nickel, Aluminum, Lithium, LNG, PET, EVs
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, Hydrogen, ESG Investing, Climate Litigation, Clean Fuels

C-MACC Weekly Sustainability & Energy Transition Report

And Then There is Climate Change!

  • 1st Topic of the Week: Will the lack of consensus impact corporate decisions – Some corporations are thinking about climate change more broadly than just how to manage their emissions – they are looking at their capital investment decisions through the lens of how climate change could impact returns – will weather matter? 
  • 2nd Topic of the Week: Over the last couple of weeks power demand and availability have dominated discussions – We again question whether the rush to green hydrogen is putting the cart before the horse, and whether infrastructure spending on hydrogen today, as well as demand-driven initiatives are premature and wasteful.    
  • Otherwise – We look at the recent subsidies that have been awarded for projects, some of which make sense and others do not in our view, carbon credits and their impact on project economics, and why too many companies in some industries will slow the path to efficient production and lower costs.

Exhibit 1: Everyone should be struck by this chart, as the most recent data is way out of line with the last 40 years.

Source: Financial Times


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