Sustainability, Energy Transition, ESG

Will A Lack of Imagination Maintain Constraints on Affordable Transition?
May 10, 2024
Companies Mentioned:
Air Products, NEOM, Issaquena Green Power, Siemens Energy, Origin Materials, Danimer Scientific, TotalEnergies, Microsoft, PureCycle Technologies, Rivian
Commodities Mentioned:
Biomass, Ammonia, Hydropower, Nuclear, MSW, SAF, PET, PHA
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, Hydrogen, ESG Investing, Climate Litigation, Clean Fuels

C-MACC Weekly Sustainability and Energy Transition Report

Will A Lack of Imagination Maintain Constraints on Affordable Transition?

  • Topic of the Week: By undervaluing alternatives to wind and solar power, batteries, and electrolyzers, the costs imposed on energy transition are at risk of making it unworkable. We see the pullback on targets growing, and part of the reason is that there are too few options to get the necessary incentive attention. Overcomplicating pathways to lower emissions will make the entire energy transition more expensive and less likely to work.
  • Other items in this report: We look at a PET recycle breakthrough from Origin Materials and discuss the risk that lower carbon prices in Europe today will result in much higher prices later – are those suggesting the pulling forward of credit sales just looking for election votes? We also examine the arguments around the 45V credit and point out that it is all about power, not hydrogen.

Exhibit 1: Clean technology manufacturing investment by technology and region, 2022-2023

Source: IEA

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