In this latest episode, Alison Graham and I discuss the fast-evolving carbon marketplace. From carbon allowances to carbon offsets, the supply/demand drivers are presenting compelling opportunities for investors. In light of the current energy crisis in Europe, and the commitment that global corporates have to becoming net zero, there are short-term and long-term factors at play.
Here are links to a couple of the news articles I reference during our discussion:
https://www.bloomberg.com/news/articles/2022-02-02/europe-s-carbon-price-surges-above-90-euros-to-record-high
https://www.bloomberg.com/news/features/2022-01-31/europe-s-nuclear-power-plants-are-disappearing-just-as-energy-crisis-hits-hard
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