Carbon Risk

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Reflections on the carbon market liquidation
Peter Sainsbury
4
The UK carbon market continues to trade at a hefty premium compared with the EU. Four factors are contributing to the high price of carbon in the UK…
Peter Sainsbury
3
“If everyone is thinking the same thing, someone is not thinking.” - General George Patton, U.S. Army Futures markets are not simply full of speculators…
Peter Sainsbury
3
Long-term investors in the EU carbon market have developed a strong conviction that carbon prices must rise if the EU is to meet its decarbonisation…
Peter Sainsbury
2
For many years, nuclear power met a sceptical pushback in the US and in Europe. Keeping aging reactors online no longer made economic sense in an energy…
Peter Sainsbury
3
Carbon markets will gradually evolve to a state in which liabilities, and not fundamentals drive prices. To see how this could evolve you only need to…
Peter Sainsbury
2
Carbon Risk will be taking an extended break this summer. Today I will hit the “pause button” on subscriptions which means that the billing cycle for…
Peter Sainsbury
2
But only if regulator makes necessary reforms
Peter Sainsbury
2
Why forward guidance in the EU carbon market is here, and is set to stay
Peter Sainsbury
1
1
Time is ticking down for obligated emitters to comply with their EU ETS obligations - 100 days and counting! The EU ETS compliance period begins on 1st…
Peter Sainsbury
2
“[The] human brain has always been highly tuned towards narratives, whether factual or not…Stories motivate and connect activities to deeply felt values…
Peter Sainsbury
1
We are going to be hearing a lot more about Carbon Contract for Differences (CCfDs) over the next few months. As Europe looks to wean itself off Russian…
Peter Sainsbury
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