Newsletter
“Stranded assets” are those left unexploited or experience a decline in value due to changing in market conditions and regulations adopted to decarbonise the economy. The energy supply and generation business is particularly familiar with the concept of stranded assets. The total embedded emissions of known fossil fuel reserves is
Newsletter
Long-term investors in the EU carbon market have developed a strong conviction that carbon prices must rise if the EU is to meet its decarbonisation targets. Over the past 18 months that conviction was rewarded as prices rose 3-fold towards the €80-€90 per tonne range we sit at currently.
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Storage capacity needs to scale fast if carbon capture is to reach its potential
Newsletter
There's more to Germany's energy security plan than burning more coal
Newsletter
The central African country of Gabon is one of only a few countries that are net sequesters of carbon.1 Around 85% of Gabon’s land is covered in carbon-absorbing rainforest, an area about the size of the UK. It’s tropical forests are part of the Congo Basin rainforest.
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I wanted to update you all on some of the 6 main charts I’ve been highlighting over the past few months. Paid subscribers in particular, will be familiar with many of them. It’s important to revisit them occasionally for clues as to how underlying trends are evolving and
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“[The] human brain has always been highly tuned towards narratives, whether factual or not…Stories motivate and connect activities to deeply felt values and needs. Narratives “go viral” and spread far, even worldwide, with economic impact.” - Robert Shiller Narratives are a powerful force that can sway people, industries and
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Sometime it’s can be difficult for investors to see the potential in a market beyond their own immediate borders. Investors in Europe, North America and other developed economies appear to be hardening their stance to investing in anything that feels like ‘ESG’. The proportion of company earnings calls mentioning
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The first anniversary of the UK carbon market
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Everything you need to know about internal carbon pricing
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The UNFCCC Paris Agreement commits 196 countries to limit climate change to “well below 2°C” and establishes an aspiration of limiting warming to around 1.5°C. Assuming those countries most able to pay for emission reductions shoulder the burden then achieving the Paris Agreement implies that OECD and
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How the next wave of speculation in its carbon market could play out