Newsletter
Gone is the wind
How the winter doldrums, wind "droughts", and "global stilling" affect power generation and the demand for carbon
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Blending in
Decarbonising air travel with 'sustainable' fuel
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The convergence trade
What's behind the collapse in the UKA-EUA carbon market spread?
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California's carbon market left to "fill the gap" in revised climate strategy
The tsunami of climate capital earmarked under the Inflation Reduction Act (IRA) is beginning to be felt in the Californian carbon market. Signed into law in mid-August 2022, the IRA includes almost $370 billion of funding aimed at unleashing a boom in clean energy deployment and related technologies. In terms
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Does the stock market care about the carbon price?
Consumer price inflation, government bond yields, exchange rates, commodity prices, freight rates…. The list of prices which investors must factor into their valuation of various asset prices is significant, volatile and prone to substantial uncertainty. To that list of prices, investors are increasingly adding the price of carbon. Almost one-quarter
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Decarbonising the oil sands
Blessed with the world’s third largest trove of oil, Canada is in a strong position to sooth global energy insecurities, particularly those of it’s southern neighbour. However, much of Canada’s oil production is highly carbon intensive at present, and a major contributor to the country’s overall
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Carbonomics returns
The past, present and future cost of decarbonisation
Newsletter
Celebrating one year of Carbon Risk 🎂
Dear Carbon Risk subscribers, In the summer of 2021 I left my job as an economist, a position I had worked in for over a decade, with the dream of writing for a living. Full of optimism and brimming with ideas, I spent the next couple of months attempting to
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Concrete returns
Laying the foundations for a decarbonised cement industry
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Still betting on black?
A deep dive into EUA futures and options activity, physical allowance demand and real time emissions data
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Under the hammer
What the auction of 250,000 blue carbon credits tells us about the market
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Keeping their powder dry
Investors shy away from powering the emerging market energy transition