Putting a price on H₂O”When a well is dry, we know the worth of water” — Benjamin FranklinSep 9, 20221Sep 9, 20221
What happens if policymakers are forced to “stamp on the brakes” and force carbon prices higher?Financial markets have typically worked on the assumption that climate policy would be gradually tightened over a period of several years…Jul 1, 20221Jul 1, 20221
‘Greenflationary’ expectationsThe lumpy, unpredictable nature of climate change and the transition towards zero carbon is likely to mean that inflation will be higher…Jun 30, 2022Jun 30, 2022
The great sulphur dioxide allowance bull marketWhat lessons can we learn from the first cap-and-trade system?Jun 29, 2022Jun 29, 2022
Stranded asset, or last mover advantage?“Stranded assets” are those left unexploited or experience a decline in value due to changing in market conditions and regulations adopted…Jun 29, 2022Jun 29, 2022
The carbon price is an inflation hedgeAs the price of carbon rises it will increasingly imbed itself in the economy, becoming an important driver of costs for business, and…Apr 10, 2022Apr 10, 2022
How to think about political risk in carbon markets: Why you should look to the median voter, and…All commodity markets are political, you just need to understand the game that’s being played.Apr 9, 2022Apr 9, 2022
Natural capital markets: Putting a price on natureCarbon markets are just the start of a revolution putting a price on nature.Apr 8, 2022Apr 8, 2022
Technology-based carbon removal credits crucial if net-zero targets are to be metThe vast majority of 1.5°C-aligned scenarios require at least some carbon removal.Apr 7, 2022Apr 7, 2022
Owning up to carbon: Why mandatory climate disclosure requirements could drive demand for emission…The US like many jurisdictions across the globe are in the process of tightening up the rules around what climate related information…Apr 6, 2022Apr 6, 2022