Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. Last week the UK government announced that the Carbon Pricing Scheme (CPS) is to be abolished from April 2028. To recap, the CPS is an additional carbon price paid by fossil-fired power generators. Crucially, it's
Emissions trading schemes are ploughing their own furrow, and that's a risk to future growth
Reboot needed as Microsoft allegedly suspends carbon removal purchases
Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. "A decade after the 2015 Paris Agreement articulated the “stretch goal” of limiting global temperature rise to 1.5°C above preindustrial levels, it has become clear that achieving this goal is no longer plausible."
From the Strait of Hormuz to Hauts-de-France, Europe's response to the fertiliser crisis must tackle 'green' profitability
Early reform proposal is not without trust issues
Why "energy transition assets" could drive commodity trading returns
Europe's transition to a low carbon, energy secure economy may succumb to debt-laden paralysis
Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. In early 2023 I published The signal and the noise: Pricing the carbon credit risk curve, one of my first posts about the verified carbon market (VCM). In the article I introduce how carbon projects generate credits,
A 'Currency of Decarbonisation' crisis could be on the cards
Europe set to outline its path to electrification and energy security
EUAs consolidate, awaiting direction from policymakers