Sustainability & Energy Transition
The West is already dangerously dependent on China for too many materials and components for energy transition – Europe’s proposals will make that worse.
May 25, 2022
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The West is already dangerously dependent on China for too many materials and components for energy transition – Europe’s proposals will make that worse.
CCS project announcements are popping up daily, especially in the US recently – most are aligning partners with pore space, and the capture part is
We continue to argue that decarbonized fossil fuels will play a critical role in the energy transition – credible recent analysis on climate change aligns
Corporate quarterly and sustainability reports are full of good intentions and targets, but most remain theoretical – we question the viability of many plans.
The IPCC’s most recent report properly articulated the scale of climate change and the risks without more action – we view its proposed solutions as
The inflation in power prices around the world highlights both the growth in power demand – partly because of EV adoption and investment shortfalls.
The world is full of recycling initiatives, but few make commercial sense and address other environmental issues, such as curbing GHG emissions.
Chemical (advanced)
Litigation is gaining momentum with those looking to make a Climate Change statement and law firms who see both opportunity and deep pockets.
Lobbying
Many renewable company equities have rallied with the surging price of crude oil, but constraints to their business growth in 2021 may continue through 2022.
A significant observation from 4Q business updates is the variation in results and expectations that, in many cases, have changed notably relative to six months
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