Climatalist’s Post

Montel Weekly Podcast - Carbon supply squeeze   The global power system is changing. Carbon emissions are declining. The green transition is in full flow. This is good news for the planet, but what do the next few years on this journey to 2030 look like for carbon prices? In this episode, we talk about the impact of impending EU regulations that businesses are bracing themselves for. With supply due to decrease faster than demand, and the squeeze on industries who will no longer benefit from the EU’s free emissions allowance, we ask the question: who is going to feel the brunt of decarbonisation? Link to the podcast in the comments section. Host: Snjólfur Richard Sverrisson, Editor-in-Chief, Montel Guest: Alexandra Härmatis, Senior Corporate Carbon Trader, Vertis Environmental Finance #carbonemissions #carbonprices #energytransition #decarbonisation #energysector

Decarbonising the EU would be impossible without penalising carbon emissions and incentivising clean energy. And putting a price on carbon is a key tenet of the EU's climate policy, with its flagship emissions trading scheme (ETS) almost 20 years old.  On this week's episode we talk about the current price drivers in the carbon market and why market participants should get ready for a tightening of supply in the last few years of this decade. Where will the market head in the next couple of years? I discuss the outlook for prices, coming regulatory changes and the impact of new sectors into the ETS with the super knowledgable Alexandra Härmatis of Vertis Environmental Finance. Link to the pod in the comments section. #Euets #Carbontrading #Netzero #Decarbonisation

This podcast is worth listening to. My takes are: 1) Net Zero is pretty much meaningless if we continue to deindustrialise and just import carbon to avoid counting it. 2) At best, let's call Drax burning wood "creative carbon accounting" 3) Does anyone actually think that the UK energy system can actually achieve Net Zero for 2030? It's only time before this target gets dropped. 4) A border carbon tax will only be effective if it is adopted globally. Good luck with that one. 5) Thankfully the UK has great natural resources that makes renewable power an option, but it will not be cheap as back up is essential. 6) Energy security will be the king if there is ever a serious event so the energy transition should be managed very cautiously.

“This is actually the central quandary for much of the green investment gap in Southeast Asia. At one level, it's fundamentally an electricity gap. There isn't enough electricity for each individual and the potential of who they can become as a productive worker in a factory or office, using computers and similar technology. So, there's an electricity gap. Secondly, there's the issue of the energy mix—how much of it is green versus coal versus oil. I think it's really difficult to resolve this effectively.” - Jeremy Au 区汉辉, Host of BRAVE Southeast Asia Tech Podcast Watch, listen or read the full insight at https://lnkd.in/gxmMmHdv Nonton, dengar atau baca wawasan lengkapnya di https://lnkd.in/gm49qaAk 观看、收听或阅读全文，请访问 https://lnkd.in/gPnskHyG #VentureCapital #VC #VietnamEconomy #PoliticalStability #NewLeadership #PowerCrisis #Geopolitics #SouthChinaSea #BRAVEpodcast

Very excited and honored to participate in a CERAWeek podcast on what COP29 Azerbaijan means for climate, finance, policy and the energy transition, together with Anna Mosby, Head of Global Environmental Policy and Markets at S&P Global, and with Atul Arya, S&P Global Chief Energy Strategist, as host. Link to podcast in comment 👇 Equinor #EnergyTransition #EnergyFinance #Climate #EnergyPerspectives #EnergyPolicy

In this #podcast episode, host Allan Marks speaks with Alexia Kelly, managing director of the Carbon Policy & Markets Initiative at High Tide Foundation, and Milbank partner Josh Sterling about #carbon credits in voluntary markets and in mandatory or compliance markets. They explore how new rules in the US and globally aim to boost the integrity of voluntary carbon markets, how to get more “bang for the buck” in carbon trading, and how nature-based projects and other #decarbonization investments funded by carbon credits help support #climate goals. Listen here: https://lnkd.in/gi-Bw9Z4

Governments change, but the laws of physics don't. Climate change remains a global challenge, and carbon credits just became more important. The UN's #COP29 global climate conference starts Monday in Baku, Azerbaijan, and climate finance will be top of the agenda. With the United States politically poised to abdicate a leadership role in the global effort to address #climatechange and greenhouse gas emissions, financing mitigation, abatement and adaptation becomes harder. Other countries, subnational governments, international organizations, NGOs, financial institutions, and many companies and consumers remain committed to the task at hand. Carbon credits or offsets are a market mechanism to reduce greenhouse gas emissions while bringing capital to fund environmental remediation projects around the world. The integrity, additionality, permanence and verifiability of carbon credits are keys to their quality. Although they are called carbon credits, they apply to the whole range of GHGs: CO2, methane, hydrofluorocarbons, and so on, with different methodologies used to measure and verify their value. Do carbon credits really work? Basically, yes. But how well and at what cost depends on lots of factors. Critics link them to greenwashing or abatement that is ineffective or inefficient. Others note that carbon credits are an imperfect but needed stopgap for what is basically a worldwide regulatory and market failure to mandate emissions reductions or to internalize an economic cost on atmospheric pollution. New rules in the US and globally aim to boost the integrity and transparency of carbon credits and carbon markets. It was a pleasure talking about recent developments in carbon markets on the latest episode of my Law, Policy & Markets #podcast, "How to Improve Carbon Credit Markets: Trust but Verify,” with Alexia Kelly, managing director of the Carbon Policy & Markets Initiative at High Tide Foundation, a board member at The Integrity Council for the Voluntary Carbon Market (ICVCM), and a former US State Department lead negotiator on Article 6 of the Paris Agreement, and with Josh Sterling, a partner in Milbank LLP’s Litigation & Arbitration and Derivatives Groups based in Washington, DC and former senior regulator of commodity futures markets at the U.S. Commodity Futures Trading Commission. Listen here: https://lnkd.in/gEn5exjZ

Trump and the climate – what changes and what doesn’t? I just listened to the latest episode of The Switch – to a green economy, hosted by my amazing colleague Kristina Hagström-Ilievska. Kristina is joined by Mattias Goldmann, one of Sweden’s top sustainability voices, and Jannika Ilievska Kremer, senior sustainability analyst, to discuss how climate progress can continue even amid political shifts. What stood out to me was the balance of realism and hope. The conversation highlights the resilience of the global climate movement and why renewables are unstoppable—even in tough times. A few key takeaways that stayed with me:  – The power of cities, companies, and nations to keep driving progress, regardless of shifting policies 🌱 – Why renewable energy has the economic advantage to thrive, even against headwinds 🌞 – How Europe can step up and lead during moments of uncertainty 💼   This episode is a great reminder of why Baseload Capital’s mission is so vital—staying focused, innovating, and driving change no matter the challenges. If you haven’t listened yet, I highly recommend it!  Tune in on YouTube, Spotify, or Apple Podcasts to watch or listen. #GreenTransition #Leadership #Sustainability #ClimateAction 

Carbon credits have been touted as a promising solution to combat climate change, but questions remain about their effectiveness and transparency. Trust is a major issue in the carbon credit market, as it's difficult to determine if carbon offset projects are delivering on their promises. That's where carbon credit ratings come in. Just like bonds, carbon credits should be held up to scrutiny and rated for quality and integrity. Several companies now offer ratings services for carbon credits to help buyers make better choices and meet due diligence requirements. But will this be enough to address critics' concerns about the carbon market? Great podcast to learn more from the Straits Times' podcast, where they speak to Duncan van Bergen, co-founder of Calyx Global, a carbon credit ratings company based in Singapore. #climatechange #carboncredits #sustainability #johnleungmcr #lbfalumni #skyhightower

I had a good time cutting this Milbank LLP #podcast on #carbonmarkets. #Mandatory regimes seem like a recipe for malinvestment and degrowth, and #voluntary markets are quite small. But #markets are the best way to transfer #risk, and #derivatives are a great tool for doing so. Meantime, US regulators like the #sec and #cftc should stick to their core missions, going only as far as Congress and the President say. Allan Marks Alexia Kelly #climate #esg