Why subscribe to Carbon Risk?
As the impact of climate change becomes more acute the call to do something about it are likely to grow ever louder. One of the most effective ways that governments and institutions can incentivise decarbonisation is by putting a price on carbon. I call it ‘The Currency of Decarbonisation’.
Governments are gradually following Europe’s and launching their own carbon trading schemes. Meanwhile, businesses looking to meet their net-zero commitments are turning to the non-compliance market to remove carbon from the atmosphere.
As investors become educated in the opportunities available attention will inevitably turn to how we use that edge as other carbon markets develop. Carbon represents an asset market in its own right, and as it’s price increases it will begin to affect a broader part of the economy. This includes commodities, industries and economies - some negatively, but some will benefit too.
Check out what my subscribers are saying about Carbon Risk here.
Carbon Risk is the only newsletter dedicated to carbon markets - helping investors navigate 'The Currency of Decarbonisation'!
What do you get?
Free subscribers: All free subscribers get full access to 2-3 articles each month. In addition, free subscribers see a preview of the articles sent to paid subscribers.
Paid subscribers: If you decide to become a paid subscriber you are joining a community of like minded market professionals who are excited about this new asset class, the potential impact that environmental markets can bring to the world and the opportunity for wealth creation and diversification.
As a paid subscriber you will receive around 10 articles per month. The articles usually arrive in your inbox at 12pm UK time. Being a paid subscriber also means you can comment on articles, ask questions and suggest areas that you would like to hear more about.
A paid subscription to Carbon Risk costs £30 per month, or £240 per year (a discount of 33%). There’s even a 7-day free trial to get you settled in.
Group subscriptions to Carbon Risk are also available. Get a discount of 20% if you purchase two or more annual subscriptions.
Founding subscribers: Finally, there is a higher-priced Founding member subscription tier available if you are interested in providing extra support for the newsletter. Founding member subscribers get the same benefits as regular paid subscribers—this is simply a voluntary way to donate money to support the development of Carbon Risk.
Here are a few examples of articles that were especially popular:
Carbon is an emerging asset class, but what is it? (27th January 2022)
The great sulphur dioxide allowance bull market: What lessons can we learn from the first cap-and-trade system? (31st January 2022)
The Day After: Reflections on the carbon market liquidation (2nd March 2022)
The UK carbon market looks like a smarter 'risk-adjusted' bet for investors (27th April 2022)
Which industries benefit from a high carbon price? (3rd May 2022)
'Greenflationary' expectations (10th May 2022)
Whatever it takes: Why forward guidance in the EU carbon market is here, and is set to stay (19th May 2022)
I also produce regular articles that delve into a deeper aspect of the carbon market. These are designed to help educate subscribers about a particular market, how a particular process works, etc. I recognise that not everyone here is at the same level, and writing these pieces helps me to leverage additional value for subscribers in subsequent posts. Here are just a few examples:
Everything you need to know about China's national carbon market (19th July 2022)
Banking on 'blue carbon': Everything you need to know about carbon credits sourced from the ocean (5th July 2022)
In the shadows: Everything you need to know about internal carbon pricing (6th June 2022)
What are Carbon Contracts for Difference (CCfD)? (23rd May 2022)
Hedging carbon risk (21st March 2022)
The pros and cons of carbon credit 'streaming' (14th March 2022)
How to invest in the EU carbon market (24th January 2022)
Meanwhile, you can view the entire back-catalogue on the Table of contents [start here].
Group / company subscriptions
Please consider talking to your employer about expensing Carbon Risk. The insights from this newsletter should help you with your job, and having your organisation pay should be cheaper for all parties than if you paid out-of-pocket.
Did you know group subscriptions to Carbon Risk are available? Get a discount of 20% if you purchase four or more subscriptions as a group. Click the button below to set up your group subscription.
Who is Peter Sainsbury?
My name is Peter Sainsbury and I’m a full-time Substack writer and the founder of Carbon Risk.
Across two decades I have spent most of my career working in commodity and environmental markets. Before launching Carbon Risk in November 2021 I was chief economist at a global environmental NGO called WRAP.
My role was to help governments and other clients understand the market dynamics in secondary commodity markets, work on the economics underpinning various resource policies and tradeable environmental markets, and deliver the economic insights necessary for other parts of WRAP to maximise their impact.
I am also the author of four books that cover topics as diverse as commodity markets, and the perils of forecasting, betting on motor racing and being a smarter media consumer. If you’d like to check them out they are available in Kindle, paperback and audio versions on Amazon.
Writing is one of my passions, especially when I can focus on markets and economics. The process of writing and editing helps to clarify my thinking. That process has been helpful to me in the past, and I want to share that clarity of thinking with my subscribers.
You can check out more on my LinkedIn profile and you can follow me on Twitter @CarbonRisk_
Recommend Carbon Risk
Almost 100% of my newsletter growth comes from recommendations from readers. This includes people sharing both the newsletter itself and the individual articles I write.
If you have your own Substack newsletter then please consider making use of the recommendations feature and including Carbon Risk in the publications you recommend.
Interview me
Many of the people who read my stuff are content creators themselves. I love going on other people’s podcasts and am always happy to field questions across a variety of topics including carbon markets, commodities and macroeconomics. If you have a newsletter or a podcast or a blog, I’d love to come on and lend my expertise. You can see some examples of recent podcast appearances here, including Energy Flux and Tav’s 2 Cents.
What else can Carbon Risk offer?
If you like Carbon Risk then you might be interested in me writing an article or other content for your company. I have written for a number of organisations, delivering both by-lined and white label content.
If you are interested in finding out more please email sainsburypeter@hotmail.com.
