Newsletter

Newsletter

In search of carbon alpha

We are used to thinking about how movements in oil or natural gas prices can affect the fortunes of our biggest companies. Very few investors and analysts contemplate the impact that a significant change in carbon prices could have on the share price of individual firms. But as carbon prices

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Cracking under pressure

Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. If you want to know more about how carbon markets combat climate change, what this burgeoning market means for investors, and the latest trends affecting decarbonisation then please consider upgrading your subscription. Subscribe now 🛫 Note that I’

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Taxing times as Australia looks to secure its energy transition

Consensus builds for an expansion in 'target-consistent' carbon pricing

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A chaotic patchwork of inconsistent incentives

The UK is a carbon pricing pioneer, but it's system of taxes and subsidies makes it more expensive to reach net zero

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Repost: Copper-bottomed

Efforts to cut the carbon intensity of copper are at risk from climate change

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Cleaning up

UK carbon market to incentivise greenhouse gas removal

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Cap and fade, or golden opportunity?

It's crunch time for California's cap-and-trade program

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Known unknowns

Climate policy uncertainty appears to have peaked

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Long and variable lags

Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. If you want to know more about how carbon markets combat climate change, what this burgeoning market means for investors, and the latest trends affecting decarbonisation then please consider upgrading your subscription. Subscribe now Estimated reading time

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Readying for the descent

Proposed reforms to China's emissions trading system suggest the government is preparing for peak emissions

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Hot and bothered

Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. If you want to know more about how carbon markets combat climate change, what this burgeoning market means for investors, and the latest trends affecting decarbonisation then please consider upgrading your subscription. Subscribe now Estimated reading time

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Loss of the methane hunter

MethaneSAT goes dark, imperilling global methane emission accountability