The High Price of Perfect Versus The Lower Price of Good Enough

C-MACC Weekly “CRETER” (Climate etc.)

The High Price of Perfect Versus The Lower Price of Good Enough

• ESG investing likely to face turbulence as empowered regulators weigh in
• Previous ESG darlings may become favorites once more – with significant upside
• The dirty side of clean energy lacks attention – limiting options – lifting inflation
• Carbon prices encouraging carbon capture – support from the ESG crowd needed
• Water is joining the band – expect more news flow and ESG driven initiatives

See PDF below for all charts