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petersainsbury.bsky.social
Helping investors navigate 'The Currency of Decarbonisation'! 🏭 https://carbonrisk.substack.com/
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EU’s carbon pricing scheme lowers emissions to 50% of 2005 levels trellis.net/article/eus-...

Relieved to see that the Budget Lab numbers are close to my back-of-the-envelope estimate. We're still looking at a shock an order of magnitude bigger than Smoot-Hawley

Sigh Good roundup from @dangearino.bsky.social: insideclimatenews.org/news/1004202...

Safeguarding Australia's climate policies: The trifecta of carbon market sensitive elections is almost over carbonrisk.substack.com/p/safeguardi...

Solar is crushing it

Some good news. Let’s accelerate this! www.reuters.com/business/ene...

An important chart for green transition purposes: Countries' clean energy export exposure to the United States

Started: *CHINA ANNOUNCES EXTRA 34% TARIFFS ON US GOODS Going: (S&P Futures)

Perspective - chart from @raydouglas.bsky.social

What if you’re so outrageously incompetent you get it done in a matter of minutes?

Carney: "The 80 year period when the United States embraced the mantle of global economic leadership, when it forged alliances rooted in trust and mutual respect, and championed the free and open exchange of goods and services, is over."

As Trump raises tariffs, China's solar exports to global south double Read more in today's @carbonbrief.org China Briefing www.carbonbrief.org/china-briefi... Plus 💰 China's carbon market expansion greenlit 🏔️ Xi wants China to hold cleantech 'commanding heights' 🤝EU and China to hold new EV talks

Historic times for trade, literally

If you’re looking for a possible silver lining (for global emissions at least), China is about to sell a hell of a lot more clean tech to emerging markets.

Trump tariff tantrum! EUA’s drop below trend line that’s offered support since February 2024.

UK set a new solar generation record peaking at over 12GW yesterday, following confirmation renewables met over 50% of power demand last year and low carbon sources reached 65%. www.businessgreen.com/news/4411754...

Forward guidance: EU climate ministers may soon begin to “mumble with great incoherence.” carbonrisk.substack.com/p/forward-gu...

The Department of Government Efficiency, for example

Tomorrow is shaping up to be America’s Brexit - only worse. A unilateral raising of tariff barriers with the rest of the world. Meanwhile with its dire debt dynamics, oligarchic politics, erratic decision-making, America is starting to resemble a troubled emerging market. Brace for impact

Agreed. A global fuel standard is the least cost means of compliance but it doesn't generate a strong enough price signal, nor sufficient revenue to unlock the main barriers to maritime decarbonisation.

Whether due to drought, prices, or politics, the weekslong disappearance of Canadian hydropower from New England’s grid exposes risks for the region:

Full steam ahead, or steady as she goes? carbonrisk.substack.com/p/full-steam...

Step on the gas: Donald Trump may have ditched the methane fee, but energy producers are still under pressure to cut emissions carbonrisk.substack.com/p/step-on-th...

NEW: More than $57 billion worth of emissions-reducing projects across 🇨🇦 are tied to industrial carbon pricing. That works out to more than 70 projects across sectors that are planned or currently under construction. ⬇️ 440megatonnes.ca/insight/indu...

South Korea: Historic Buddhist temple burns in wildfire

Emissions decreased inside AND out of the congestion zone. Fantastic policy.

😏 on.ft.com/4jfPAsj

Whales are often touted for their large potential for carbon storage. But looking at the data, I think their role is extremely small (although partly uncertain). Bring back the whales! Just not as a climate solution. My latest Substack: www.sustainabilitybynumbers.com/p/whale-carb...

Canada's industrial carbon pricing system should be protected carbonrisk.substack.com/p/canadas-in...

#food #OrangeJuice futures have plunged amid waning demand for the perennial #breakfast favourite as consumers have shunned an expensive and now bitter drink, chart @financialtimes.com FT www-ft-com.ezp-prod1.hul.harvard.edu/content/6734...

Congestion pricing is an unqualified triumph. One of the most immediately, strikingly successful public policies of my lifetime.

Prime Minister Mark Carney will dissolve Parliament on Sunday and call an election, expected to take place on either 28th April 28 or 5th May.

As someone who owned a first gen leaf that got 100 miles of range I think I can authoritatively say adding 250 miles of range in 5 minutes is 🤯 Game. Set. Match heatmap.news/electric-veh...

All the signs moving towards the UK and EU linking their emissions trading schemes, sooner rather than later.

Spread bets: Why "energy transition assets" could drive commodity trading returns carbonrisk.substack.com/p/spread-bets

Government spending when directed towards investments (vs. social transfers) is remarkably good at generating long-term GDP growth, especially when the private sector responds to the additional demand with its own investments If Europe actually spends, GDP growth forecasts for 2025-2030 are too low

A tactical retreat: Mark Carney axes Canada's consumer carbon tax carbonrisk.substack.com/p/a-tactical...

So true! Read the whole thread, it's worth it

Global EV Driver Survey: 92% of EV Drivers Say They’ll Never Go Back With responses from over 23,000 EV drivers in 18 countries, the survey reveals that 92% of EV owners plan to buy another zero-emission EV for their next vehicle. alternative-fuels-observatory.ec.europa.eu/general-info...

The tragedy of the horizon.

Now that’s an S-curve! Norway has reached an astonishing battery electric vehicle share of sales of 88% over the last 12 months. Out of the remaining 12% of vehicles 4% are PHEV and 10% ICE (of which 7% are HEV). HT @leraffl.bsky.social

A sad day for industrial policy-forward climate philanthropy, as Gates winds down Breakthrough Energy. Story from @robinsonmeyer.bsky.social, with comment from @jsfreed.bsky.social. heatmap.news/climate/brea...

As Larry Elliott notes, defence spending may need to increase, but so too does climate spending. The case for borrowing a bit more to tackle what are genuine emergencies is as solid as ever. www.theguardian.com/commentisfre...

US 'energy dominance' will depend upon CO2: Billions of barrels of oil could be unlocked, but only if thousands of miles of CO2 pipeline are laid carbonrisk.substack.com/p/us-energy-...