Newsletter
Keeping their powder dry
Investors shy away from powering the emerging market energy transition
Peter Sainsbury
Newsletter
Seasonal shifts in the EU carbon market? Don't bet on it.
“Never cross a river that is on average 4 feet deep” - Nicholas Nassim Taleb A strong tailwind could be about to give the EU carbon market a lift into year end - if seasonal price trends are to be believed. The performance of the EU carbon market over the
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How the other half cooks
Carbon credits with co-benefits
Newsletter
Repricing deforestation risk in the wake of Brazil's presidential election
“I think you’re going to see a very significant amount of money flow into natural capital as people figure out that nature is a very large proportion of the answer to decarbonisation. There is no route to net zero without biodiversity.” - Peter Harrison, chief executive of Schroders Forest,
Newsletter
Weighing the value of carbon price predictions
Power generators and major industrial emitters rely on carbon price forecasts to understand whether it is worth pursuing investments that could decarbonise their businesses. If carbon forecasts prove to be too high then investors may pay too high a price, bringing forward investments when other opportunities could have made better
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Return to the 70's
What's behind the surge in EU carbon prices?
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The carbon capture superpower
The United States will dominate global CCUS capacity
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France's nuclear winter of discontent
Nuclear generation tends to be uncorrelated with carbon prices. The exception is when high power prices coincide with a period of tight carbon allowance supply. This August’s surge in European power prices coincided with a sharp increase in EU carbon prices towards €100 per tonne as utilities looked to
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The big sovereign carbon trade
Africa's "green superpower" expected to issue 90 million carbon credits
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Europe's industrial slump
How bad will it get, and what does it mean for carbon?
Newsletter
Carbon's shifting anchor
The growth in electrolyser capacity is pivotal to Europe's decarbonisation ambitions
Newsletter
What RWE's 2030 coal burn phase out means for carbon prices
Last week German energy giant RWE announced that it will phase out the burning of coal by 2030, eight years earlier than agreed under Germany’s Coal Phase-Out-Act. The move to bring forward the phaseout means that ~280 million tonnes of CO2 will not now be emitted. The Act, passed