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“You may not be interested in war, but war is interested in you.” ―Leon Trotsky The horrors of war are a tragedy for the innocent, caught up in the crossfire. Nevertheless, as investors it is important to consider what the potential fallout from the crisis is for the EU carbon
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As fears grow that economic activity could slow sharply in the face of inflationary pressures, its natural to ask what impact a recession will have on the world’s largest carbon market. There have been three notable economic events during the history of the EU ETS: The Great Financial Crisis
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Investment institutions and asset allocators are under pressure to align their portfolios with net-zero targets. In addition to security selection and the use of carbon allowances and credits, a third way to reach net-zero targets has been gaining attention - short selling carbon intensive stocks. In a submission document to
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Probably best not to invest in a fund that doesn't know the difference
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Why mandatory climate disclosure requirements could drive demand for emission allowances
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“When the well is dry, we know the worth of water.” ―Benjamin Franklin California’s emissions trading scheme (ETS) accounts for roughly 85% of all emissions in the state and covers large electric power plants including power imports, large industrial plants, and natural gas and petroleum distributors. One of the
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What proposed changes to Article 29a mean for EU carbon prices
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Carbon price near levels where gamma hedging begins
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The vast majority of 1.5°C-aligned scenarios require at least some carbon removal. For example, the 2018 IPCC 1.5°C report states that “all pathways that limit global warming to 1.5°C with limited or no overshoot project the use of carbon dioxide removal.” The IPCC report
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Although publication of the article (EU’s Liese Has Carbon Price Rule in Crosshairs as Costs Soar) on Bloomberg appears to have prompted yesterday’s selling in the EU carbon market, it was not ‘new’ news to the carbon market. Peter Liese, the lead lawmaker steering EU ETS reform through
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But only if regulator makes necessary reforms
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The current geopolitical tension with Russia has focused investors attention on the potential implications for Europe’s natural gas supply. Any military conflict risks disrupting gas exports, whether intentionally or not, either limited in scope or in the extreme, all exports. In the event that a Russian invasion of Ukraine