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Big Oil's bigger brothers
The battle to supply the "last barrel" in a carbon constrained future
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Pipe dreams
The United States is set to become a carbon capture superpower later this decade, but it will need a massive expansion in its CO2 pipeline infrastructure if it is to reach its full strength. The US is crisscrossed by ~4.2 million kms of pipelines, predominantly funnelling trillions of cubic
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Repost: What are Carbon Contracts for Difference (CCfD)?
The German government announced this week that it is launching a €50bn Carbon Contract for Differences (CCfDs) scheme aimed at helping heavy emitting industries bridge the decarbonisation investment gap. As I outline in my article below from May 2022, CCfDs give those industries that requiring many decades to recoup an
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Carbon credits - a permission to pollute, or a signal to decarbonise?
The common refrain by critics of the voluntary carbon market is that by doing, or at least appearing to do good for the environment, carbon credits give companies the ‘moral license’ to carry on polluting the atmosphere, warm in the fuzzy glow that they can wave a certificate showing they
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Scrubbing the skies
Direct Air Capture (DAC) offers a scalable route to net zero
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Commodity markets begin to price carbon risk
I was recently invited to contribute an article on carbon pricing and commodity markets to the inaugural edition of Commodity Insights Digest (CID). The CID is a publication of Bayes Business School - City, University of London, in association with Premia Research LLC. You can find a link to my
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Taking off, or coming into land
The outlook for European aviation emissions
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Inflexion point
The Indian economy is pivotal to the future direction of global carbon emissions
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A chilling prospect
“Air conditioning. Air conditioning was a most important invention for us, perhaps one of the signal inventions of history. It changed the nature of civilization by making development possible in the tropics.” - Lee Kuan Yew, Singapore’s first prime minister, when asked about the secret to his country’s
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Commitment anxiety
EUA investment fund positioning rebounds from record net short
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Aluminium's climate paradox
Aluminium is often referred to as “congealed electricity” One of the most notorious power hungry industries, it takes about 15 MWh of electricity to produce one tonne of aluminium. That’s more than three times as much energy as zinc and about 40 times more than copper or steel. Producing
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Fuelling controversy
Fossil fuel subsidies act like a negative carbon price