Gas pains
A super-pollutant gets the cold shoulder
Peter Sainsbury
Repost: Coming of age
The evolution of carbon credits fits a pattern of financial innovation
Full disclosure returns
The $500 billion Scope 3 opportunity
All in
Investment funds race to stack EUA futures as price breakout looms
Up in the air
"Waiting for a train to go or a bus to come, or a plane to go or the mail to come, or the rain to go or the phone to ring, or the snow to snow or waiting around for a Yes or No or waiting for their hair
Flattening the curve
Economic development coupled with climate policies is the pathway to lower emissions
'Big Carbon'
Is this the next trillion dollar market?
CBAMs 'domino effect' on global carbon pricing could be about to get even stronger
With a little over three months until the EU's Carbon Border Adjustment Mechanism (CBAM) comes into force on 1st January 2026, commodity traders are still battling to navigate their way through the regulation's last remaining ambiguities. In an attempt to address these concerns the European Commission
California strikes back
Decision to reauthorise Cap-and-Invest Program an inflexion point for carbon markets in North America
Could transition credits solve Asia's coal dilemma?
Coal-fired power generation capacity accounts for around 40% of Asia's energy mix, well above the global average of 25%. Although the share has dropped by 10 percentage points since 2010 (in part due to the rapid growth of solar generation capacity), continued investment in new coal-fired power plants
Newsletter
In search of carbon alpha
We are used to thinking about how movements in oil or natural gas prices can affect the fortunes of our biggest companies. Very few investors and analysts contemplate the impact that a significant change in carbon prices could have on the share price of individual firms. But as carbon prices
Batteries not included
The outlook for European carbon prices will increasingly depend on the rollout of batteries that can store surplus electricity generated by solar power. Solar was the largest source of electricity in the EU for the first time in June 2025 according to a report by Ember, accounting for 22.5%