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As corporations, financial institutions and governments begin to realise they are sitting on a big uncovered short position on carbon, demand for data and analytics that helps them manage that carbon risk (and take advantage of any opportunities in carbon markets) is growing fast. I recently had the pleasure to
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Gaining an edge in any market comes not from paying attention to absolute levels, but rather by focusing on the rate of change (ROC) in prices, fundamentals, and how they intersect. Over the past twelve months, the EU carbon market has been buffeted by strong growth in renewable generation (particularly
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Chinese EV battery deflation offsets offshore wind cost inflation
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“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
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Off-take agreements signal an industry ripe for growth
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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
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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
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Cutting global methane emissions from oil and gas is more difficult than it seems
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Carbon credits with co-benefits
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"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 experts
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European industrial gas demand yet to reach rock bottom
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Why data centre emissions are the least of our worries