Newsletter
Carbonomics 2023
Chinese EV battery deflation offsets offshore wind cost inflation
Latest
Newsletter
To catch a falling knife
“Bottom fishing is a popular investor pastime, but it’s usually the fisherman who gets hooked. Trying to catch the bottom on a falling stock is like trying to catch a falling knife. It’s normally a good idea to wait until the knife hits the ground and sticks, then
Newsletter
The green methanol economy is emerging in Denmark
Off-take agreements signal an industry ripe for growth
Newsletter
An underappreciated climate change risk
Land-based nature-based solutions (NbS) could deliver ~11.8 Gt CO2e per year of cost-effective carbon mitigation, according to a recent report by Climate Focus and the Food and Land Use Coalition (FOLU). This chimes with the conclusions of other academic estimates that suggest that 8-14 Gt CO2e could be mitigated
Newsletter
Climate policy uncertainty is on the rise
In a little under 50 weeks time we’ll know the identify of the next US president. Leading in five critical swing states and with a four-point lead in national polling versus Biden, Donald Trump is the current favourite. Betting markets give the Republican’s an implied probability of 51.
Newsletter
No free lunch
Cutting global methane emissions from oil and gas is more difficult than it seems
Newsletter
Repost: How the other half cooks
Carbon credits with co-benefits
Newsletter
Celebrating two years of Carbon Risk
"Don’t judge each day by the harvest you reap but by the seeds that you plant" - Robert Louis Stevenson Writing a newsletter is a strange business. I read hundreds of articles, capture loads of charts and pictures, listen to several podcasts a week to learn what
Newsletter
Dead cat bounce
European industrial gas demand yet to reach rock bottom
Newsletter
The clouds silver lining
Why data centre emissions are the least of our worries
Newsletter
An iron will
Sweden's first mover advantage in green steel will be tough to replicate
Newsletter
Smoke signals
Why Europe's policymakers should take heed to its carbon market