Newsletter
Sometime it’s can be difficult for investors to see the potential in a market beyond their own immediate borders. Investors in Europe, North America and other developed economies appear to be hardening their stance to investing in anything that feels like ‘ESG’. The proportion of company earnings calls mentioning
Newsletter
The first anniversary of the UK carbon market
Newsletter
Everything you need to know about internal carbon pricing
Newsletter
The UNFCCC Paris Agreement commits 196 countries to limit climate change to “well below 2°C” and establishes an aspiration of limiting warming to around 1.5°C. Assuming those countries most able to pay for emission reductions shoulder the burden then achieving the Paris Agreement implies that OECD and
Newsletter
How the next wave of speculation in its carbon market could play out
Newsletter
The risk of a severe and prolonged drought across much of Europe continues to rise. This is important for the EU carbon market because low reservoir levels mean less power can be generated from the continents hydroelectric dams. That means more power will need to come from the burning of
Newsletter
Focus on incentives to anticipate the next move in the EU carbon market
Newsletter
High commodity prices increase the incentive to clear forests and plant crops
Newsletter
How investors should think about the 'invisible fuel'
Newsletter
We are going to be hearing a lot more about Carbon Contract for Differences (CCfDs) over the next few months. As Europe looks to wean itself off Russian gas and accelerate its timetable for decarbonisation, CCfDs could be a powerful tool for unlocking investment in industrial decarbonisation, and in particular
Newsletter
Why forward guidance in the EU carbon market is here, and is set to stay
Newsletter
European industrial emissions (and demand for EUAs) have been supported by state protection against high energy prices