It’s All About the Base – For Now: Will 2021 See A Transition from Hype to Larger Scale Problem Solving and Investment?

C-MACC Weekly “CRETER” (Climate etc.)

It’s All About the Base – For Now: Will 2021 See A Transition from Hype to Larger Scale Problem Solving and Investment?

•        Talk has escalated in 2020 to almost a fever pitch by year-end, but the action is limited everywhere except ESG investing, where the money flows are high. Small (manageable) problems in recycling, carbon, and hydrogen are receiving investment.  

•      We do not expect a material change in 2021, but we could begin to see more dollars flowing to solve larger problems from 2022 forward.  Companies of interest this week – Gevo, Newlight Technologies, Henkel, DuPont

• 2021 needs to see more global coordination on incentives

See PDF below for all charts