Newsletter
In the shade
Europe's solar power does not get the credit it deserves
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A 'green' unicorn
What the cleantech boom and bust tells us about the future of climate tech
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No level playing field
Europe's carbon levy will accelerate adoption of carbon pricing, but not everyone will win
Newsletter
ESG investment backlash hits nature-based carbon credit prices
Vanguard’s sudden exit from the Net Zero Asset Managers (NZAM) initiative appears to be behind a sharp drop in the price of carbon credit futures. The Nature-Based Global Emissions Offset (N-GEO) futures contract fell to an all-time low of close to $3 per tonne on Wednesday, down some 40%
Newsletter
Everything you need to know about Washington State's "Cap-and-Invest" carbon market
The second state-wide carbon trading scheme in the United States is scheduled to start on 1st January 2023. California was the first state-wide carbon trading scheme, launched in 2013 it covers ~85% of the states emissions. Although the Regional Greenhouse Gas Initiative (RGGI) was the first emissions trading scheme in
Newsletter
Putting a cap on European shipping emissions
The maritime sector is beginning to price in EU carbon prices
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Witching hour returns
What chance a repeat of the late 2021 EUA price surge?
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Gone is the wind
How the winter doldrums, wind "droughts", and "global stilling" affect power generation and the demand for carbon
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Blending in
Decarbonising air travel with 'sustainable' fuel
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The convergence trade
What's behind the collapse in the UKA-EUA carbon market spread?
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California's carbon market left to "fill the gap" in revised climate strategy
The tsunami of climate capital earmarked under the Inflation Reduction Act (IRA) is beginning to be felt in the Californian carbon market. Signed into law in mid-August 2022, the IRA includes almost $370 billion of funding aimed at unleashing a boom in clean energy deployment and related technologies. In terms
Newsletter
Does the stock market care about the carbon price?
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