Sustainability, Energy Transition, ESG

How Can You Solve a Problem If It Is Poorly Defined – Plastic Waste
April 26, 2024
Companies Mentioned:
Tesla, Dow, Equinor, ExxonMobil, Eastman, Fisker, Waste Management, Mura Technology, BASF, Valero
Commodities Mentioned:
Plastics, RNG, Polyethylene, PET, Polypropylene, Crude Oil, Biomass, Syngas, CO2, Coal
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, Hydrogen, ESG Investing, Climate Litigation, Clean Fuels

C-MACC Weekly Sustainability and Energy Transition Report

How Can You Solve a Problem If It Is Poorly Defined – Plastic Waste

  • 1st Topic of the Week: Plastic waste removal requires better design and better collection mechanisms, but recycling is only one of a couple of options for adding the most value to the waste or minimizing its cost of disposal. Today, this is not a profitable endeavor for many, but technologies are improving.
  • 2nd Topic of the Week: The rubber is hitting the road in the EV market, and Tesla’s lower-cost model guidance is likely bad news for everyone in the chain, including Tesla. Many of the “also-rans” will fail, and suppliers will get squeezed as everyone tries to compete with the scale that has been achieved in China.
  • Otherwise: We look at RNG and why generating this from landfills might be more valuable than disposing of the waste – we look at grid challenges with meeting power needs, Dow’s large low carbon project, and why picking on Equinor makes no sense.

Exhibit 1: Some see this picture and think “ecological disaster” – others think “feedstock.” We need to talk to the latter group about whether the plastic waste problem will be fixed! We see a lot of hopeful technological advancements.

Source: The Ocean Cleanup

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