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Squaring up
Market turmoil in European energy markets last year continues to have an impact on the hedging activities of many of the continents utilities, with some…
Peter Sainsbury
Mar 23
2
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Squaring up
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Repost: Putting a price on H₂O
Carbon markets are just the start of a revolution putting a price on natural capital
Peter Sainsbury
Mar 22
4
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Repost: Putting a price on H₂O
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Crash course
The collapse of two mid-tier American banks in quick succession, followed by a hastily arranged weekend rescue deal of one of Switzerland’s…
Peter Sainsbury
Mar 20
1
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Crash course
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The only number that matters
A market based approach to pricing carbon is founded on the most basic of economics problems – scarcity. The science of climate change makes the case…
Peter Sainsbury
Mar 16
1
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The only number that matters
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The 'sailing ship' effect and the energy transition
The ‘sailing ship’ effect – also known as the ‘last gasp effect of obsolescent technologies’ - occurs where competition from new technologies stimulates…
Peter Sainsbury
Mar 14
2
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The 'sailing ship' effect and the energy transition
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'Carbon neutral' LNG 2.0
A recent shipment of ‘carbon neutral’ LNG between Australia and Taiwan is the first of its kind to be delivered under a new framework supposed to give…
Peter Sainsbury
Mar 13
2
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'Carbon neutral' LNG 2.0
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Washington State's inaugural carbon auction clears near $50
High premium to other North American carbon markets will increase calls to link up with California
Peter Sainsbury
Mar 9
3
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Washington State's inaugural carbon auction clears near $50
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Why Europe's heavy industry needs carbon capture and storage
As Europe gradually moves towards net zero, opportunities to cut emissions even further are likely to become significantly more challenging. Rather than…
Peter Sainsbury
Mar 8
1
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Why Europe's heavy industry needs carbon capture and storage
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The arc of carbon’s curve
What does the carbon futures curve tell us and why is it important?
Peter Sainsbury
Mar 7
6
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The arc of carbon’s curve
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Clean air turbulence over Europe
The European airline industry is about to become much more exposed to developments in the EU carbon price. Up until now airlines have been cushioned…
Peter Sainsbury
Mar 3
1
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Clean air turbulence over Europe
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February 2023
Is permanent deindustrialisation of Europe still a tail risk?
European chemicals behemoth BASF is one of Germany’s largest consumers of natural gas and has been particularly hard hit by the surge in energy prices…
Peter Sainsbury
Feb 28
4
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Is permanent deindustrialisation of Europe still a tail risk?
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Repost: The great sulphur dioxide allowance bull market
What lessons can we learn from the first cap-and-trade system?
Peter Sainsbury
Feb 27
1
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Repost: The great sulphur dioxide allowance bull market
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