Europe's demand destruction threshold

On why this (probably) isn't 2022 again, why coal can't stage a comeback and funds are not chasing EUAs higher, and finally, a UK-EU reunion moves closer

Türkiye's solution to its energy dilemma

Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. Thank you to all the lovely subscribers that taken out a paid subscription to Carbon Risk. Your support is much appreciated. If you enjoy this article please share it with someone, and check out the Table of

The green rift

Why coalitions opposed to environmental regulations often splinter

Decarb is dead

Long live decarbonisation

Doubling down on biomethane

Affordable, homegrown, and clean

Repost: The burning question

What climate legacy will Trump 2.0 leave in his wake?

Canadian climate policy and the politics of the possible

Mark Carney leads with carbon competitiveness and global impact over hitting national emission targets

Against the grain

Rice feeds half the world, yet its cultivation is a major source of methane emissions, and future yields are vulnerable to climate change. Google may have the solution!

2027: Europe's next energy crisis

Emerging macro and political risks could derail EU ETS reforms, revenue redistribution might be the answer

Distilled distress

Europe's transition to low-carbon refineries needs carbon pricing, CBAM, and 'Cap-and-Invest'

China and the new carbon order

Expansion in national carbon market the next phase in bid for global climate policy leadership

Japan's Green Transformation (GX) policy faces first real test

When green spending commitments are not what they seem

Carbon price uncertainty is a drag on industrial 'green' investment

High carbon prices matter, but high volatility may matter even more. What to do?

Resisting the siren's call

Europe's climate policymakers should continue to offer "forward guidance"

The hidden cost of keeping cool

Everyone should have access to cooling, but its vital we purge this superpollutant

Tackling carbon wealth inequality

Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. Polluters impose costs on everyone else – a 'negative externality' in the economic jargon. The symptoms of climate change are expected to intensify as the Earth continues to warm: extreme heat, wildfires, flooding, etc. The health

Repost: Blue sky thinking

As climate policy splutters, governments should sell the benefits of clean air

Strings attached

The European Commission's proposals fail to counter systemic issues deterring investment in industrial decarbonisation

Curb your enthusiasm

Investment funds step back as EU ETS review nears

Scorchio!

The hot take on Europe's extreme heatwaves, why the ECB is worried but knows how to fix it, and why decarbonisation requires deeper Single Market integration

No such thing as a free allowance

Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. The European Commission is set to publish its EU ETS review on Friday (17th July). While there have been a few notable leaks to the media, the contents of the review remains speculation. Whatever emerges, it'

Putting a price on superpollutants

Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. In contrast to carbon dioxide, governments have been reluctant to enact policies to curb the release of methane into the atmosphere. Only 13% of global methane emissions are covered by any government policy, and even where they

The Polluter Pays (in) Principle

Or, one rule for me, another for thee

United states of net zero

Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. It is now almost 16 years since a proposal to limit America's greenhouse gas emissions using a nationwide cap-and-trade scheme was dealt a fatal blow. The legislation was supported by most Democrats and