Carbon Risk

Helping investors navigate 'The Currency of Decarbonisation'! 🌉 bridged from ⁂ https://www.carbonrisk.world/, follow @ap.brid.gy to interact

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Longform Stories

The decarbonisation bargain

Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. A broad spectrum of viewpoints has emerged as EU ETS reform discussions begin to heat up. While some carbo…

7h ago·2 min read·347 words

Repost: California's 'energy transition' will not be linear

Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. Read this article and more. Take 60% off your first year. Claim this limited time offer …

Jun 3·11 min read·2030 words

EUAs reaching critical turning point

Despite the noise, EU ETS reform discussions are yet to start in earnest

Jun 1·3 min read·488 words

Article 6 and the EU ETS, lessons from Japan

Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. Europe's policymakers are now reckoning with how to reform the EU ETS: to ensure that it remains political…

May 27·2 min read·397 words

CORSIA-correction required

UN carbon offset scheme likely to be superseded in Europe by the EU ETS

May 21·2 min read·337 words

Setting the standard

A market-led approach to pricing methane emissions

May 19·11 min read·2198 words

What constitutes an “effectively paid” carbon price?

Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. Since the beginning of 2026, EU importers of carbon intensive products (iron & steel, cement, aluminium, f…

May 14·1 min read·82 words

Hammer time

Financial institutions are bidding for a role in how permits are allocated

May 12·1 min read·14 words

Low hanging plumes

Methane abatement suffers from opportunity costs and misaligned incentives

May 7·1 min read·12 words

His father's son

Flávio Bolsonaro spells trouble for Brazil's climate policies

May 5·1 min read·11 words

Priming the pump

The price of fossil fuel subsidies is high: carbon emissions, air pollution, and energy insecurity

Apr 29·1 min read·18 words

The state we're in

How carbon pricing policy has evolved amidst America's "affordability crisis"

Apr 27·1 min read·14 words

Persistent UKA-EUA spread reveals deep political paralysis

Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. Last week the UK government announced that the Carbon Pricing Scheme (CPS) is to be abolished from April 202…

Apr 22·10 min read·1806 words

No carbon copy

Emissions trading schemes are ploughing their own furrow, and that's a risk to future growth

Apr 20·3 min read·546 words

CDR "moonshot" aborted, for now

Reboot needed as Microsoft allegedly suspends carbon removal purchases

Apr 14·4 min read·697 words

No company is a net zero island

Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. "A decade after the 2015 Paris Agreement articulated the “stretch goal” of limiting global temperature rise …

Apr 13·1 min read·82 words

Europe readies armoury for carbon market endgame

Early reform proposal is not without trust issues

Apr 7·1 min read·15 words

Repost: Spread bets

Why "energy transition assets" could drive commodity trading returns

Mar 31·1 min read·12 words

In search of lost revenue

Europe's transition to a low carbon, energy secure economy may succumb to debt-laden paralysis

Mar 26·1 min read·19 words

Carbon's "lemon" dilemma

Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭. In early 2023 I published The signal and the noise: Pricing the carbon credit risk curve, one of my first po…

Mar 24·1 min read·82 words

Mind the carbon price gap

A 'Currency of Decarbonisation' crisis could be on the cards

Mar 17·1 min read·15 words

Electric avenue

Europe set to outline its path to electrification and energy security

Mar 16·1 min read·13 words

Signals amidst the noise

EUAs consolidate, awaiting direction from policymakers

Mar 12·1 min read·10 words

Gunboat climate diplomacy ratchets up a notch

Trump administration seeks to torpedo carbon price on shipping, once and for all

Mar 10·1 min read·20 words

Rule it in

Adjusting the emissions cap according to a fixed formula could be a good idea

Mar 4·1 min read·17 words

Pushing back on EU ETS myopia

For Europe's most influential lobby group, carbon pricing is a delicate balancing act

Feb 27·1 min read·19 words

KAU-pop!

Korean carbon price jumps 50% as government gets serious about climate, but AI clean energy conundrum awaits

Feb 25·1 min read·18 words

Climate policy under a new world order

Retracement, evolution, or revolution?

Feb 24·3 min read·454 words

Refund policy

Industry compensation for indirect carbon costs must be conditional

Feb 20·1 min read·11 words

Australia needs a 'climate competitiveness strategy'

Phasing out the Diesel Fuel Tax Credit to mining companies would be a good start

Feb 18·1 min read·21 words

Mixed signals

Last years crash in the New Zealand carbon price holds lessons for policymakers everywhere

Feb 16·1 min read·16 words

When Europe sneezes, Britain catches a cold

UK carbon price down ~40% since mid-January

Feb 12·1 min read·14 words

Cap-and-Invest

Europe set to leverage its carbon markets to boost investment in decarbonisation

Feb 9·1 min read·13 words

Escaping hells kitchen

Advanced cookstove methodologies offer a promising recipe to slash emissions and cut air pollution

Oct 28·1 min read·17 words