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Sustainability, Clean Energy, Recycling & ESG

Energy Transition - Lots at Risk and Funding Harder To Find

ESG Insight From Washington

So Fresh So Clean, Nutrien Looks To Be Going Green

We Need Fossil Fuels For Longer, Especially If We Cant Make Enough Batteries

Shortages: Ammonia, Affordable Ethanol, & Renewable Power In The Right Places

Renewable Power Losing Momentum: CCS Rising

RNG Demand Likely To Exceed Supply

Tesla And Bloom Driving Renewable Power Demand. CCS Needs To Be Part Of The Answer

CCS And Plastic Recycling Ambitions Running High

Managing Waste To Maximize Value Requires Multiple Processes

More Woes For Wind

A Carbon Tax Could Cut Methane And Carbon Emissions, But Not Quickly

WACKER Is Recognizing Supply Chain Issues Which Threaten Renewable Power Goals

A Boost For Carbon Capture: More Constrains For Renewable Power

Blown Away By China: Will There Be Equipment For Anyone Else?

Colgate Palmolive: A Bold Agenda But Markets Will Need To Cooperate

Tesla Margins Should Scare The Competition. Dow Details Decarbonization

Shell Saying All The Right Things, But Likely Not Enough

Demand And Infrastructure For SAF Is Likely Well Ahead Of Supply

More Standardization In Packaging Is Needed To Boost Recycling

Many Of The 2030 Climate Targets Will Not Come Much Before 2030

Energy Transition Moving Forward; Commodity Availability To Support It In Question

Green Hydrogen Ambitions Too Aggressive: CCS Is The Answer

A Plastics Tax In The UK That Very Few Will Be Able To Avoid

Hydrogen Is Likely Not Happening Fast Enough For The IPCC

Carbon Prices Rising, Wind & Solar Costs Also

The Cost Of Reshoring May Push Energy Transition Investments Offshore

Strong Challenge In Canada And Collaboration In Germany

It's Not Just Packaging That Needs To Be Recycled

Is Your Recycling Really Green?

Renewable Diesel Will Grow If Other States Adopt LCFS

Everyone Is Pushing For A US Carbon Policy, Except Congress

Renewable Capacity: Likely To Dissapoint

CCS Wont Work Without Policy And Neither Will Energy Conservation

Green Polyethylene Will Be Important But Costs Will Matter

Lots Of Needed CCS Waiting For The Right Incentives

The US Will Likely Always Be Short Lithium

bp Analysis Shows Steep Challenges Of Energy Transition

Green Steel: The Real Deal!

2021 CO2 Emissions Levels - The Result Of Too Much Hope

Big Hydrogen Plans But Likely Not Yet...

Renewable Power Urgency Complicated By Material Availability

Plastics Recycling Is Mostly About Volume

Carbon Pricing Will Be Critical For Investment Decisions, Lack of Clarity Will Cause Delays

ExxonMobil: Illustrating That Energy Transition Can Be Done (With The Right Policies)

Market For Renewably Source Polymers Is Growing

Lots Of Carbon Opportunities At The Right Price

Lots Of RNG - But Lots Of Small Projects

Plenty Of ESG Opportunities In Agriculture

CCS In The US: The Potential Is Significant

Low Cost CCS Could Be A Game Changer For The US

Water: The Less Discussed ESG Topic

Bloom Energy Could Win If Modular Hydrogen Is Economic

Why A Hydrogen Credit Could Be Harmful & All Change At LyondellBasell

Polymer Producers Have Waste And Carbon Footprints To Consider

Effective Global Energy Transition Will Need A Lot More LNG

Turbulent Times For The Wind Industry

No End In Sight For The Recent Rally In Lithium

Carbon Capture Plans Advance. US Incentives Remain Inadequate

The Focus On Renewables Is Intensifying Everywhere

Emission Pledges Will Need To Become Emission Investments Soon

Lithium - Very Different Views Suggest Volatile Pricing

No Carbon Price In The US: A Competitive Disadvantage!

As Solar Installations Disappoint, Natural Gas Demand Rises

Another Illustration Of How Important Metals Are To Energy Transition

Renewable Projects: The Constraints Of Material Shortages

Could Cutting Emissions Give ExxonMobil A Competitive Edge?

Energy Is Going To Be A Real Challenge In 2022 Regardless

Introducing C-MACC's ESG Stock Indices

2022 Power Additions Look Ambitious - More Upward Pressure On Natural Gas?

Carbon Offset Values Rising But Still A Long Way To Go

Few Carbon Prices Justify Abatement Investment Today

Plastic Waste Challenges Will Persist in 2022

Will Falling Polymer Prices Put The Brakes On Recycling Investment In 2022?

Inflation Could Spoil A Lot Of ESG Plans in 2022

Ambitious Renewable Power Estimates Likley Underestimate Inflation

Biofuels and Biopolymers - Inflation Could Spoil The 2022 Story

$40 LNG - Time To Buy Our Own Cow?

Is There A Place For Coal In Energy Transition?

Renewable Power Bottlenecks = More Fossil Fuels

European Natural Gas: The Price Of Impractical Energy Transition Policy

Packaging Waste Disposal May Not Mean Packaging Waste Recycled

Carbon Offsets: Definitions Are More Important Than Trading Architecture

CCS Is A Cost And Some Projects Look Too Expensive

Investment Constraints On Solar Before We Even Start With Hydrogen

Carbon Black: By-Product Economics Pose A Threat To Incumbents

Different Net Zero Target Dates Will Create Competitive Risks

Carbon Momentum Building

Bioplastics: Probably Important But Small For Now

Materials Inflation Now A Concern Of The IEA

CCS Can't Afford Long Pipelines

Are We Asking Too Much Of The Renewable Power Industry?

More Evidence To Suggest Material Shortages For Energy Transition

More CCS Plans Than Action Until We Get Proper Carbon Pricing

Uncertainty And ESG Pressure Likely To Cause More Energy Price Spikes

As The Focus On Carbon Increases, Fairness Will Become An Issue

There Is No Single Solution For Carbon Abatement

Carbon Footprints Matter, For Polymers And LNG

The IEA Energy Efficiency Analysis Is Bearish On Recycling

Recycle Availability Still Expected To Be A Headache For Packagers

ExxonMobil: Going Heavy On CCS (The Right Move), But Pushing For Support

Global Hydrogen Ambitions Will Fail Without CCS: The US Needs A Plan

Agriculture, A Big Part To Play In Emission Abatement

If Ammonia Can Offset Coal In Power Plants, Demand Estimates May Be Too Low

Green Hydrogen Plans Look Expensive, Blue Looks Easier

Hey Mr. President/Prime Minister, Will You Buy My Car?

The US Remains Divided On How To Price Carbon

COP26: Potential Unintended Consequences & Greater Clarity Around Action Needed

Net-Zero Goals Need Stronger Action Plans

Challenging Recycle Targets Suggest High Prices & Opportunities For Renewables

COP26: Some Tough Decisions For A Divided Group

Gevo: Ticking All The Boxes To Be A Sustainable Fuel Provider

Fly Me To The Moon - Sustainably Please...

Dow And Air Products Have Got The Ball Rolling, But How Fast?

The COP26 Challenges Go Beyond Net-Zero

Carbon Use: Important But Not As Impactful As Sequestration

Air Products Is Right On Carbon Capture, Washington Needs To Get On Board

Air Products Claiming The Hydrogen Highground

Net-Zero Pledges Remain Well Below What Is Needed: 2030 Particularly Worrying

Chevron Joins The Club, But The Focus On Cleaning Up Its Fossil Fuel Footprint Could Be Important

More Green Credentials On Show; More To Come

Natural Gas Is Not The Focus Of COP26, But It Should Be

Existing Carbon Black Producers Should Look For Ways to Decarbonize

Hydrogen Investments: Companies Weighing Alternatives As They Should

Carbon Capture Supportive Of LNG, But You Need Somewhere To Put The Carbon

If We Want Green Hydrogen, We Better Start Now

A Climate Plan For China: Ambitious But Late

Pretty Charts Hide Very Complex ESG Problems

Easy To Join The ESG Club, Harder To Stay In

Are We Heading For Fuels/Power Crisis?

How Can We Have Too Much & Too Little CO2 At The Same Time?

Higher Costs Likely To Undermine Some Clean Energy Timetables

US CCS Clusters Gaining Momentum, As They Should

Chevron: Working Hard, But Will It Be Enough?

CCS: US Government Funding Expectations Seem Very Low

Big Oil Will Struggle To Get Investor Attention With Small ESG Moves

Direct Air Capture Is Expensive, But Demand Is There

US CO2 Footprint Shrinking, But Not Fast Enough

Inflation Challenges In Europe; Overall Challenges In China

Green Hydrogen: Not So Good If Power Prices Do Not Come Down

Solar Module Raw Material Costs Reversing Long Term Price Declines

Europe's Record Carbon Prices: Not High Enough Yet

Shipping Hydrogen: Expensive Anyway You Do It

Offshore CCS Is Good: But Onshore CCS Should Be Cheaper

Food Grade Plastic Proving Difficult To Recycle - Pyrolysis Is The Answer

100% Recycling: A Bold But Necessary Ambition For The ACC

Is ESG Investing Making A Difference?

Batteries Are Not The Only Way To Store Power

It's Hard To Bet On Deflation When You Are Dependent On Commodity Pricing

Everyone Wants A Hydrogen Project: Some Strategies Less Risky Than Others

ESG Investing: Reaching Too High vs Staying Too Late

Will The Climate Frenzy Leave Plastic Waste Ignored For Now?

Chemical Recycling Is Good, But So Is Blue Hydrogen

A Long Road Ahead To Better ESG Standards

The UN Report Is Alarming - Right or Wrong, We Cannot Ignore It

Friday Trio: Troubling US EV math, PET Tires, & New Exxon?

Carbon Capture: Front and Center & Enabling Hydrogen Growth

Should Physical Carbon Offsets Trade Higher Than Agricultural Offsets?

ESG Investment Challenge: Can Data Be Interpreted?

The Challenges Of Subjective Analysis

The Pressure Is On The SEC For Better ESG Metrics & Disclosures

Carbon Offsets: Direct Air Capture Is Not The Only Option

Economics Have Driven US Emission Reductions More Than Policy

Some Recycling Ambitions Expect Too Much Of The Consumer

Electric Planes Have Limited Use: Biofuels Are The Answer

Carbon Capture (If Supported) Will Create Competitive Dislocations

Chemical Recycling: An Easier Plastic Waste Than Recycling Story

Here Comes The Sun... But Not Cheaply

Advanced Recycling: Have We Misjudged You?

ESG: Could There Be Some Winners In Midstream Companies?

Pressuring The Banks To Pressure Their Corporate Customers

Carbon Pricing May See Several Sources Of Volatility

Natural Gas Based Power Not Going Away Anytime Soon

Carbon Abatement – A Multi-client Analysis

Lithium: A Commodity With Funding - Unlikely To End Well

Unrealistic US Green Power Targets May Cause More Harm Than Good

Expected ESG Regulation Likely Good For Pure-Play Energy Transition Stocks

Bold Climate Initiatives Will Need Equally Bold Incentives & Some Economic Logic

Fairness & A Step Change In Investment Could Come From Revised CCS Bill

Will The Offset Market Be Big Enough?

Competition For Renewable Power Likely To Exceed Availability

Recycling Confusion Continues: Brand Owners Could Struggle To Meet Goals

More Climate Discord Unlikely To Help Necessary Progress

Solar: A Clear Example Of Potential Renewable Energy Inflation

We Need To Be More Inventive On Carbon Values In The US

Some ESG Related Spending Is Less Risky Than Others

Could DoE Ambitious Hydrogen Plans Have Unintended Consequences?

The Risk Of Much Higher Oil Prices Is Rising

Government Indecision Is Driving A Lack Of Climate Related Investment

It Is Hard To Find Talent When All The Issues Are New

Larry Fink Finally Gets It! And The Carbon Value Of LNG

Navigator: A Pipe Dream or Pipe Nightmare?

Can Big Oil Do Anything To Change It's Image - We Doubt It

Friday Question: What Is Next For Oil? Help Us Write Our Next Report!

More Recycling News. Hopefully More Recycling Action

Will ExxonMobil Activists Change Anything?

ESG Friday Question: Can Technology Keep Pace?

Packagers Are Looking At Renewable Sources As Recycle Availability Is Limited

More From The IEA; Expensive Hydrogen & Carbon Capture

The IEA Sets Out A Plan But Ignores Inflation

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