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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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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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The past, present and future cost of decarbonisation
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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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Laying the foundations for a decarbonised cement industry
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A deep dive into EUA futures and options activity, physical allowance demand and real time emissions data
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What the auction of 250,000 blue carbon credits tells us about the market
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Investors shy away from powering the emerging market energy transition
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“Never cross a river that is on average 4 feet deep” - Nicholas Nassim Taleb A strong tailwind could be about to give the EU carbon market a lift into year end - if seasonal price trends are to be believed. The performance of the EU carbon market over the
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Carbon credits with co-benefits
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“I think you’re going to see a very significant amount of money flow into natural capital as people figure out that nature is a very large proportion of the answer to decarbonisation. There is no route to net zero without biodiversity.” - Peter Harrison, chief executive of Schroders Forest,
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Power generators and major industrial emitters rely on carbon price forecasts to understand whether it is worth pursuing investments that could decarbonise their businesses. If carbon forecasts prove to be too high then investors may pay too high a price, bringing forward investments when other opportunities could have made better