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“If liberty means anything at all it means the right to tell people what they do not want to hear.” - George Orwell Governments will always be tempted to exaggerate how well things are going for their citizens. Most governments must face their electorate once every four or five years,
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Carbon and climate change has become a big talking point during quarterly earnings calls. The calls are usually hosted by a publicly traded company after the publication of its earnings reports for a given period (typically quarterly). Investors, equity analysts, and business journalists listen in or comb the transcripts of
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High carbon prices and supportive government policies will reenergise circular economy investment
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The readership of Carbon Risk has grown a lot since I started this newsletter. Although I often provide links to many of my early posts, there are still plenty of early articles that current Carbon Risk readers probably haven’t seen. So I thought I’d start occasionally reposting some
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Why the outlook for European electricity consumption will be crucial in determining carbon prices in 2023
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The worlds largest meat and dairy corporations are under pressure to cut greenhouse gas emissions
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Decision time is fast approaching. The EU carbon price has been trading in an ever narrower range over the past six months and is currently hovering a little above the 200-day moving average. As the end of year compliance deadline looms and the market looks forward to developments later in
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Pricing the carbon credit risk curve
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Asset management tends to operate on a “bucket” principle which describes a grouping of related assets. A low risk, low return bucket might include short-term Treasury bills, other bonds with a short-term maturity and cash. Meanwhile, a high risk bucket with volatile returns could be filled with frontier market equities,
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How investors should think about the SEC's proposed disclosure requirements
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What it means for power sector emissions and the demand for carbon allowances
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Why construction materials are likely to dominate future CO2 demand