CDR "moonshot" aborted, for now

Reboot needed as Microsoft allegedly suspends carbon removal purchases

No company is a net zero island

Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. "A decade after the 2015 Paris Agreement articulated the “stretch goal” of limiting global temperature rise to 1.5°C above preindustrial levels, it has become clear that achieving this goal is no longer plausible."

Greener growing still in the red

From the Strait of Hormuz to Hauts-de-France, Europe's response to the fertiliser crisis must tackle 'green' profitability

Europe readies armoury for carbon market endgame

Early reform proposal is not without trust issues

Repost: Spread bets

Why "energy transition assets" could drive commodity trading returns

In search of lost revenue

Europe's transition to a low carbon, energy secure economy may succumb to debt-laden paralysis

Carbon's "lemon" dilemma

Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. In early 2023 I published The signal and the noise: Pricing the carbon credit risk curve, one of my first posts about the verified carbon market (VCM). In the article I introduce how carbon projects generate credits,

Mind the carbon price gap

A 'Currency of Decarbonisation' crisis could be on the cards

Electric avenue

Europe set to outline its path to electrification and energy security

Signals amidst the noise

EUAs consolidate, awaiting direction from policymakers

Gunboat climate diplomacy ratchets up a notch

Trump administration seeks to torpedo carbon price on shipping, once and for all

Rule it in

Adjusting the emissions cap according to a fixed formula could be a good idea

Pushing back on EU ETS myopia

For Europe's most influential lobby group, carbon pricing is a delicate balancing act

KAU-pop!

Korean carbon price jumps 50% as government gets serious about climate, but AI clean energy conundrum awaits

Climate policy under a new world order

Retracement, evolution, or revolution?

Refund policy

Industry compensation for indirect carbon costs must be conditional

Australia needs a 'climate competitiveness strategy'

Phasing out the Diesel Fuel Tax Credit to mining companies would be a good start

Mixed signals

Last years crash in the New Zealand carbon price holds lessons for policymakers everywhere

When Europe sneezes, Britain catches a cold

UK carbon price down ~40% since mid-January

Cap-and-Invest

Europe set to leverage its carbon markets to boost investment in decarbonisation

Repost: Whose carbon?

Emerging economies struggle to balance climate finance and carbon sovereignty

No tree grows to heaven

EUAs caught in cross-commodity liquidation

Europe's new joule order

Europe imports more than half of the energy it needs, making it vulnerable to geopolitical and economic coercion – whether by friend or foe. Europe's precarious position could get even worse if it fails to act. If the EU fulfils all of its signed LNG supply deals and fail

Return of the MACC

The marginal abatement cost (MAC) curve has been an important tool for climate tech investors, carbon market traders, and policymakers. Sloping upwards from left to right, the MAC curve gradually steepens as additional tonnes of emissions get increasingly more difficult, and hence more costly, to abate. The marginal abatement cost,