Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. In January 2025 the Net Zero Asset Managers (NZAM) initiative, the flagship coalition setup in 2020 to align the asset management industry with global climate goals, announced that it was suspending its activities. Days earlier, the worlds
Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. A broad spectrum of viewpoints has emerged as EU ETS reform discussions begin to heat up. While some carbon-intensive industries want to continue with the blocs ambitious emission reduction targets, others are pushing for carbon compliance
Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. Gasoline prices in California have surged by around 30% since the start of the US-Israeli conflict with Iran, and now stand at more than $6 per gallon, almost 40% above the US national average. In recent
Despite the noise, EU ETS reform discussions are yet to start in earnest
Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. Europe's policymakers are now reckoning with how to reform the EU ETS: to ensure that it remains politically viable, economically sustainable, and most importantly, retain its social license to operate. The EU ETS imposes a
UN carbon offset scheme likely to be superseded in Europe by the EU ETS
A market-led approach to pricing methane emissions
Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. Since the beginning of 2026, EU importers of carbon intensive products (iron & steel, cement, aluminium, fertilisers, hydrogen, and electricity) must factor in the cost of the embedded emissions. Importers can begin purchasing CBAM certificates (to cover
Financial institutions are bidding for a role in how permits are allocated
Methane abatement suffers from opportunity costs and misaligned incentives
Flávio Bolsonaro spells trouble for Brazil's climate policies
The price of fossil fuel subsidies is high: carbon emissions, air pollution, and energy insecurity