Newsletter
Tackling carbon offset oversupply in California could be bullish for CCA prices
But only if regulator makes necessary reforms
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What happens to carbon prices if Russia turns off the taps?
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
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The path to a global carbon price
Why carbon markets will converge and become increasingly correlated
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Hedging the CBAM
What the EU's carbon border tax might means for carbon investors
Newsletter
Romania's coal powered utility receives bailout to buy carbon allowances: How many more distressed buyers are there?
As the end of April approaches, more signs are emerging of distressed buyers of carbon allowances. Last week the Romanian government announced that it will provide state-owned utility Complexul Energetic Oltenia (OEC) with €2.66 billion to help fund the restructuring of the company and to purchase EU emission allowances
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What price decarbonised shipping?
A carbon price will have powerful knock-on effects on global ship supply
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The great sulphur dioxide allowance bull market
What lessons can we learn from the first cap-and-trade system?
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Carbon is an emerging asset class, but what is it?
Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭 If you haven’t already subscribed please click on the link below, or try a 7-day free trial giving you full access. By subscribing you’ll join more than 4,000 people who already read Carbon Risk.
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Everything you need to know about the RGGI carbon market
The Regional Greenhouse Gas Initiative (RGGI, pronounced “Reggie”) was the first mandatory emissions trading scheme in the United States to limit carbon dioxide from the power sector. The wold’s largest carbon futures fund (KRBN) currently allocates some 5% of AUM to RGGI, a similar proportion to that invested in
Newsletter
The carbon market is not immune from equity market malaise
It is a mistake to think that carbon prices are completely immune from equity markets. As the role of hedge funds, other investment institutions and private investors increase, it make sense that the carbon price should be less immune from the risk-on/risk-off sentiment in other financial markets.
Newsletter
How to invest in the EU carbon market
I could have used a simpler, more general title. ‘How to invest in carbon’ perhaps. But making things too simple sometimes has its dangers. Lots of different ‘assets’ get lumped together with carbon. Too broad a definition and investors risk allocating their hard earned cash in markets that fail to
Newsletter
The road to perdition? 100 days to compliance
Time is ticking down for obligated emitters to comply with their EU ETS obligations - 100 days and counting! The EU ETS compliance period begins on 1st January and ends on the 31st December. By the end of March each year, obligated emitters must submit a report detailing their emissions