The Polluter Pays (in) Principle
Or, one rule for me, another for thee
United states of net zero
Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. It is now almost 16 years since a proposal to limit America's greenhouse gas emissions using a nationwide cap-and-trade scheme was dealt a fatal blow. The legislation was supported by most Democrats and
How to survive CDR's "Death Valley"
Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. Read this article and more with a 30-day free trial Grab your free trial now On 17th June Frontier, the advanced market commitment (AMC) designed to accelerate CDR technological development, announced that it was pledging an
Britain's green credibility gap
Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. UK Prime Minister Sir Keir Starmer has announced his resignation. Although nominations for the next leader are due by 9th July, the absence of any meaningful competition means that former mayor of Greater Manchester Andy Burnham, is
Losing steam
Europe's carbon capture and storage ambitions are starting to flag
Under-rated
Should we be pricing the compliance carbon risk curve?
Wall Street has not turned its back on climate change
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
The decarbonisation bargain
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
Repost: California's 'energy transition' will not be linear
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
EUAs reaching critical turning point
Despite the noise, EU ETS reform discussions are yet to start in earnest
Article 6 and the EU ETS, lessons from Japan
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
CORSIA-correction required
UN carbon offset scheme likely to be superseded in Europe by the EU ETS