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  "description": "Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭.\n\n\n\nA broad spectrum of viewpoints has emerged as EU ETS reform discussions begin to heat up. While some carbon-intensive industries want to continue with the blocs ambitious emission reduction targets, others are pushing for carbon compliance costs to be eased today, and the pace of future emission reductions to be sharply tapered back.\n\nWhat explains the apparent dichotomy across carbon-intensive indus...",
  "path": "/the-decarbonisation-bargain/",
  "publishedAt": "2026-06-10T11:00:27.000Z",
  "site": "https://www.carbonrisk.world",
  "tags": [
    "paper from two academics at John Hopkins University and published in Cambridge University's Perspectives on Politics journal",
    "Subscribe now"
  ],
  "textContent": "_Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'!_ 🏭.\n\nA broad spectrum of viewpoints has emerged as EU ETS reform discussions begin to heat up. While some carbon-intensive industries want to continue with the blocs ambitious emission reduction targets, others are pushing for carbon compliance costs to be eased today, and the pace of future emission reductions to be sharply tapered back.\n\nWhat explains the apparent dichotomy across carbon-intensive industries, and what needs to change to bring about a more aligned consensus? It will be much easier for Europe to meet its climate goals, increase industrial competitiveness, and ensure a more energy secure future, if everyone is pulling in the same direction.\n\nThere's certainly an element of protecting first mover advantage. Investing in the capital and equipment required to decarbonise whole industries requires taking a long-term, multi-decade view. Those firms that have taken that bet, reasoning that Europe's climate policy trajectory will not be knocked off course, are clearly going to be aggrieved if the payoff now looks weaker and more uncertain. They are also understandably loath to give the climate laggards a free pass.\n\nBut is there more to it than that? According to a paper from two academics at John Hopkins University and published in Cambridge University's Perspectives on Politics journal, a certain group of industrial company is \"receptive to a bargain: agreeing to meet climate goals in exchange for policies that support their decarbonisation, especially fiscal policies that partially fund or de-risk their business transitions.\"\n\n### This post is for subscribers only\n\nBecome a member to get access to all content\n\nSubscribe now",
  "title": "The decarbonisation bargain",
  "updatedAt": "2026-06-10T11:00:30.364Z"
}