Carbon Risk | Peter Sainsbury

Recommended by Peter Sainsbury

Concoda

Big-picture macro and geopolitics

Klement on Investing

By Joachim Klement

Thoughts on financial markets by a grumpy, middle-aged German. What more do you want?

Asian Century Stocks

By Michael Fritzell

Discover value stocks in Asia | Go to the "About" page for more information.

The Carbon Curve

By Na’im Merchant

Insights on scaling up carbon removal to combat climate change

Value Added

By Duncan Weldon

Economics, finance, political economy.

Neckar Substack.

By Frederik Gieschen

Studying rich minds to help you become a better investor and thinker.

A great resource to understand how the greatest investing legends think.

- Peter Sainsbury

Jérôme à Paris

energy policy and more

Super-Spiked

By Arjun Murti

Super-Spiked is about the messy energy transition era and the clash of energy commodity & equity markets with climate policy, ESG initiatives, and geopolitics.

The AlphaMind Newsletter

By From AlphaMind

A newsletter focused on helping traders and investors transform their personal performance, by focusing on the internal battle 'within', so they can more effectively execute the external battle 'out there'.

BIG by Matt Stoller

The history and politics of monopoly power.

Haymaker

By David Hay

The Rare Earth Observer

By giti.sg

A newsletter on all things rare earth in irregular intervals with no claim to political correctness. We and contributors may or may not have business dealings or hold shares in companies discussed.

Energy Flux

By 💥 Energy Flux 💥 by Seb Kennedy

Dispatches from the edge of the energy transition - for avid energy readers and independent thinkers

Energy Flux is my go to resource to understand the nuances of the energy transition, and in particular the mechanics of European energy markets. Seb is an excellent writer and his articles are always insightful.

- Peter Sainsbury

Noahpinion

By Noah Smith

Economics and other interesting stuff

Noahpinion consistently delivers an eclectic mix of well written articles. The analysis is very well balanced and provides a welcome relief from one-sided perspectives that pervade many newsletters.

- Peter Sainsbury

Carbon Trading

By Guillermo Sigala

"Carbon Trading": your one-stop destination for all things carbon markets. Stay informed with analysis, data insights, and regular updates on the global shift from non-renewables to renewables. Subscribe now to stay ahead of the curve.

Ed Zitron's Where's Your Ed At

The Words of Ed Zitron, a PR person and writer.

Dr. Pippa's Pen & Podcast

By Dr Pippa

Bubbling with fresh ideas on the world's economy.

If you've read the book "Signals" by Pippa Malmgren you will love her Substack. Every article provides the same wonderful writing, packed full of geopolitical and macro economic insight.

- Peter Sainsbury

Commodity Context

By Rory Johnston

Commodity Market Data, Analysis, and Charts

Exponential View by Azeem Azhar

Azeem Azhar is a global expert on artificial intelligence and exponential technologies. Exponential View is his weekly newsletter to help you understand what happens in the next 3-5 years.

Marginal Carbon

By Robert Höglund

Explorations of carbon removal, covering the market, policy, methods, and system-level thinking. By Robert Höglund.

Doomberg

Energy, finance, and the economy at-large | Subscription details are posted in our About page

Macro Ops Musings

By Brandon Beylo

Actionable Ideas | Evergreen Case Studies | Book Reviews