Clean Agriculture – Where’s The Beef?

C-MACC Weekly Sustainability and Energy Transition Report

Clean Agriculture – Where’s The Beef?

• 1st Topic of the Week: Clean Agriculture – The data is clear – food production and consumption have a significant carbon footprint – fixing it would mean hard to impose changes in eating habits, higher food prices, or both.
• 2nd Topic of the Week: A bad year for natural gas – While we think that natural gas has a bright transition future, weaker global growth in 2024 could cause a demand pause while renewables surge – gas prices could be weak.
• Otherwise – We look at the challenges with recycling at a virgin polymer cyclical low, China’s pragmatic CCS view, Plug Power blowing another fuse, and why autos could get much cheaper – lithium too.

Exhibit 1: Food Glorious Food: Counting Carbon vs Counting Calories

Source: Scientific American