Newsletter
Carbon and climate change has become a big talking point during quarterly earnings calls. The calls are usually hosted by a publicly traded company after the publication of its earnings reports for a given period (typically quarterly). Investors, equity analysts, and business journalists listen in or comb the transcripts of
Newsletter
High carbon prices and supportive government policies will reenergise circular economy investment
Newsletter
The readership of Carbon Risk has grown a lot since I started this newsletter. Although I often provide links to many of my early posts, there are still plenty of early articles that current Carbon Risk readers probably haven’t seen. So I thought I’d start occasionally reposting some
Newsletter
Why the outlook for European electricity consumption will be crucial in determining carbon prices in 2023
Newsletter
The worlds largest meat and dairy corporations are under pressure to cut greenhouse gas emissions
Newsletter
Decision time is fast approaching. The EU carbon price has been trading in an ever narrower range over the past six months and is currently hovering a little above the 200-day moving average. As the end of year compliance deadline looms and the market looks forward to developments later in
Newsletter
Pricing the carbon credit risk curve
Newsletter
Asset management tends to operate on a “bucket” principle which describes a grouping of related assets. A low risk, low return bucket might include short-term Treasury bills, other bonds with a short-term maturity and cash. Meanwhile, a high risk bucket with volatile returns could be filled with frontier market equities,
Newsletter
How investors should think about the SEC's proposed disclosure requirements
Newsletter
What it means for power sector emissions and the demand for carbon allowances
Newsletter
Why construction materials are likely to dominate future CO2 demand
Newsletter
Reforms look set to restore trust, significantly increasing ambition