C-MACC Weekly Sustainability and Energy Transition Report
I Like Big Balance Sheets – And I Cannot Lie!
- 1st Topic of the Week: Are we focusing climate-related stimulus in the wrong places by supporting start-ups that do not have the balance sheet strength to weather volatility? Would public money be better spent derisking large projects for those equipped to handle them? – something that would likely cost much less.
- 2nd Topic of the Week: Germany – Spending too much
- Otherwise: We look at recycling economics and the need for broad collaboration again, we question whether the World can exclude China from energy transition plans, and whether the China coal model may work in the US.
Exhibit 1: Where would you place your bets – the companies with the deep pockets, or the start-ups?
Source: Capital IQ and C-MACC Analysis
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