Sustainability, Energy Transition, ESG

Can China Decarbonize Its Coal Industry and Create Low-Carbon Fuels At The Same Time?
May 17, 2024
Companies Mentioned:
OCI, Uber, Lego, Plug Power, Bloom Energy, NuScale, X-Energy, Issaquena Green Power
Commodities Mentioned:
E-Fuels, Olefins, Hydrogen, Carbon Dioxide, Ammonia, SAF, Biofuels, Hydropower, Lithium
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, Hydrogen, ESG Investing, Climate Litigation, Clean Fuels

C-MACC Weekly Sustainability and Energy Transition Report

Can China Decarbonize Its Coal Industry and Create Low-Carbon Fuels At The Same Time?

  • 1st Topic of the Week: As the West imposes more tariffs against China in clean tech and EVs, China is driving down a path of innovation around low-cost, low-carbon fuels and materials that we likely have no chance of catching in the West – will countries and corporates sacrifice sustainability targets to avoid China?
  • 2nd Topic of the Week: This week because of our monthly Ag report – published on Wednesday, we look at biofuels and particularly falling US credits caused by credit oversupply. Like the European carbon price, the drop in value will alter the economics of projects still in the pre-FID phase and may cause delays.
  • Otherwise: We question some of OCI’s hope for its blue ammonia, look at the immediate need for fuel cells for power and the longer-term need for small nuclear if the technology owners can stay in business long enough.

Exhibit 1: The competitive edge that China has in Green could be met with positive carbon disposal economics driving very cheap E-Fuels.

Source: Corporate Reports and C-MACC Analysis


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