Peter Sainsbury
@petersainsbury.bsky.social
Helping investors navigate 'The Currency of Decarbonisation'! 🏭 www.carbonrisk.world
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Spread bets
Why "energy transition assets" could drive commodity trading returns
carbonrisk.substack.com
Spread bets: Why "energy transition assets" could drive commodity trading returns
carbonrisk.substack.com/p/spread-bets
carbonrisk.substack.com/p/spread-bets
Reposted by Peter Sainsbury
We must copy Denmark Social Democrats' hardline anti-asylum measures in order to win back voters' trust, says Shabana Mahmood.
Meanwhile in Denmark:
Meanwhile in Denmark:
November 19, 2025 at 11:27 AM
We must copy Denmark Social Democrats' hardline anti-asylum measures in order to win back voters' trust, says Shabana Mahmood.
Meanwhile in Denmark:
Meanwhile in Denmark:
Reposted by Peter Sainsbury
Coal mines emitted ~40mn tonnes of #methane every year, EXCEEDING the global gas sector according to @iea.org
Tackling CMM is one of the fastest and cheapest ways to slow global heating 🌡️⏳
Yet, CMM emissions could be much more than we think, urgently needing better reporting 📝🚨
Tackling CMM is one of the fastest and cheapest ways to slow global heating 🌡️⏳
Yet, CMM emissions could be much more than we think, urgently needing better reporting 📝🚨
November 16, 2025 at 7:00 AM
Reposted by Peter Sainsbury
Not nearly enough is made of the incredibly impressive feat Indian Railways has made to electrify almost 100% of its 135,000km of track, while also growing renewable sourcing. Huge:
timesofindia.indiatimes.com/business/ind...
timesofindia.indiatimes.com/business/ind...
Indian Railways to achieve net zero targets in 2025 itself - 5 years ahead of 2030 goal - Times of India
India Business News: Indian Railways is set to achieve net-zero targets by year-end, surpassing its 2030 goal through extensive electrification. Aiming for 95% electric tr
timesofindia.indiatimes.com
October 5, 2025 at 7:25 AM
Not nearly enough is made of the incredibly impressive feat Indian Railways has made to electrify almost 100% of its 135,000km of track, while also growing renewable sourcing. Huge:
timesofindia.indiatimes.com/business/ind...
timesofindia.indiatimes.com/business/ind...
Reposted by Peter Sainsbury
Reposted by Peter Sainsbury
As China prepares to publish its emission reduction targets for 2035, likely the most significant climate announcement of the year, here is a chart to compare the target to what needs to happen under different global climate targets.
September 23, 2025 at 12:17 PM
As China prepares to publish its emission reduction targets for 2035, likely the most significant climate announcement of the year, here is a chart to compare the target to what needs to happen under different global climate targets.
Reposted by Peter Sainsbury
To do for Linkedin users.
September 18, 2025 at 5:43 PM
To do for Linkedin users.
California strikes back: Decision to reauthorise Cap-and-Invest Program an inflexion point for carbon markets in North America
www.carbonrisk.world/california-s...
www.carbonrisk.world/california-s...
California strikes back
Decision to reauthorise Cap-and-Invest Program an inflexion point for carbon markets in North America
www.carbonrisk.world
September 15, 2025 at 12:02 PM
California strikes back: Decision to reauthorise Cap-and-Invest Program an inflexion point for carbon markets in North America
www.carbonrisk.world/california-s...
www.carbonrisk.world/california-s...
Reposted by Peter Sainsbury
I wrote about the large number of incorrect or just plain weird claims from Energy Secretary Chris Wright’s X account.
It’s starting to influence how actual energy professionals perceive the Department of Energy, I argue:
heatmap.news/politics/chr...
It’s starting to influence how actual energy professionals perceive the Department of Energy, I argue:
heatmap.news/politics/chr...
Chris Wright’s Twitter Is Destroying His Credibility
You might even call the Energy Secretary ... Chris Wrong.
heatmap.news
September 11, 2025 at 5:36 PM
I wrote about the large number of incorrect or just plain weird claims from Energy Secretary Chris Wright’s X account.
It’s starting to influence how actual energy professionals perceive the Department of Energy, I argue:
heatmap.news/politics/chr...
It’s starting to influence how actual energy professionals perceive the Department of Energy, I argue:
heatmap.news/politics/chr...
Could transition credits solve Asia's coal dilemma?
www.carbonrisk.world/could-transi...
www.carbonrisk.world/could-transi...
Could transition credits solve Asia's coal dilemma?
Coal-fired power generation capacity accounts for around 40% of Asia's energy mix, well above the global average of 25%. Although the share has dropped by 10 percentage points since 2010 (in part due ...
www.carbonrisk.world
September 12, 2025 at 1:10 PM
Could transition credits solve Asia's coal dilemma?
www.carbonrisk.world/could-transi...
www.carbonrisk.world/could-transi...
Reposted by Peter Sainsbury
Mark summarised the growing conflict well when we spoke: “The basic idea is whoever controls the energy infrastructure of the 21st century runs the world, and the Americans are very scared that it's not gonna be oil and gas, and they're doing everything they can to make sure that it is."
/9
/9
Trump Is Trying to Kill Renewables Everywhere
The US government is trying to strangle renewables to save fossil fuels. Trump wants other countries to do the same.
drilled.media
September 9, 2025 at 6:12 AM
Reposted by Peter Sainsbury
September 9, 2025 at 6:16 AM
Reposted by Peter Sainsbury
Extreme views are heavily over-represented on social media
Social platforms’ tendency to reward hostile content creates incentives that systematically reward simplistic messages and extreme positions and this fuels populism www.ft.com/content/9251... via @jburnmurdoch.ft.com
Social platforms’ tendency to reward hostile content creates incentives that systematically reward simplistic messages and extreme positions and this fuels populism www.ft.com/content/9251... via @jburnmurdoch.ft.com
September 8, 2025 at 10:02 PM
Extreme views are heavily over-represented on social media
Social platforms’ tendency to reward hostile content creates incentives that systematically reward simplistic messages and extreme positions and this fuels populism www.ft.com/content/9251... via @jburnmurdoch.ft.com
Social platforms’ tendency to reward hostile content creates incentives that systematically reward simplistic messages and extreme positions and this fuels populism www.ft.com/content/9251... via @jburnmurdoch.ft.com
Reposted by Peter Sainsbury
Betting on hydrogen as the key solution for decarbonising industry looks increasingly like a very bad idea.
Yes we will need to replace grey and black hydrogen used as feedstock with clean hydrogen but as a fuel the economics look terrible.
Yes we will need to replace grey and black hydrogen used as feedstock with clean hydrogen but as a fuel the economics look terrible.
September 7, 2025 at 1:14 PM
Betting on hydrogen as the key solution for decarbonising industry looks increasingly like a very bad idea.
Yes we will need to replace grey and black hydrogen used as feedstock with clean hydrogen but as a fuel the economics look terrible.
Yes we will need to replace grey and black hydrogen used as feedstock with clean hydrogen but as a fuel the economics look terrible.
Reposted by Peter Sainsbury
Nice piece on the possibility of a coalition of the willing around heavy-industry carbon pricing, with quotes from my coauthor @cwolfram.bsky.social, a leader in this conversation.
Talk of a global carbon pricing scheme grows louder ahead of COP30 www.ft.com/content/21b8... via @financialtimes.com
Talk of a global carbon pricing scheme grows louder ahead of COP30 www.ft.com/content/21b8... via @financialtimes.com
Talk of a global carbon pricing scheme grows louder ahead of COP30
Brazil wants to use the presidency to push for an international framework
www.ft.com
September 3, 2025 at 8:45 PM
Nice piece on the possibility of a coalition of the willing around heavy-industry carbon pricing, with quotes from my coauthor @cwolfram.bsky.social, a leader in this conversation.
Talk of a global carbon pricing scheme grows louder ahead of COP30 www.ft.com/content/21b8... via @financialtimes.com
Talk of a global carbon pricing scheme grows louder ahead of COP30 www.ft.com/content/21b8... via @financialtimes.com
Batteries not included
www.carbonrisk.world/batteries-no...
www.carbonrisk.world/batteries-no...
Batteries not included
The outlook for European carbon prices will increasingly depend on the rollout of batteries that can store surplus electricity generated by solar power.
Solar was the largest source of electricity in...
www.carbonrisk.world
September 4, 2025 at 11:32 AM
Batteries not included
www.carbonrisk.world/batteries-no...
www.carbonrisk.world/batteries-no...
Reposted by Peter Sainsbury
Looking forward to more on this from every bad faith actor who's claimed clean energy is intrinsically bad for developing countries
September 3, 2025 at 4:28 AM
Looking forward to more on this from every bad faith actor who's claimed clean energy is intrinsically bad for developing countries
Dawn breaks for Europe's battered manufacturers
www.carbonrisk.world/dawn-breaks-...
www.carbonrisk.world/dawn-breaks-...
Dawn breaks for Europe's battered manufacturers
Eurozone manufacturing activity expanded in August, the first month-on-month increase in output since June 2022, according to the latest survey of purchasing managers compiled by S&P Global.
The HCOB...
www.carbonrisk.world
September 2, 2025 at 11:54 AM
Dawn breaks for Europe's battered manufacturers
www.carbonrisk.world/dawn-breaks-...
www.carbonrisk.world/dawn-breaks-...
Reposted by Peter Sainsbury
Entering this for the most pointless podcast of the year competition.
August 28, 2025 at 1:09 PM
Entering this for the most pointless podcast of the year competition.
Reposted by Peter Sainsbury
Really useful new “Methane Risk Map” shows how hazardous oil and gas industry pollutants like benzene and toluene emanate from methane super-emitter events. heatmap.news/climate-tech...
This Map Shows the Hidden Health Threat of Super-Emitters
The Methane Risk Map combines satellite and geologic data to visualize chemical exposure from natural gas plumes.
heatmap.news
August 26, 2025 at 8:55 PM
Really useful new “Methane Risk Map” shows how hazardous oil and gas industry pollutants like benzene and toluene emanate from methane super-emitter events. heatmap.news/climate-tech...
Call of duties: Mozambique demonstrates how CBAM could redraw global commodity trade flows
www.carbonrisk.world/call-of-duti...
www.carbonrisk.world/call-of-duti...
Call of duties
Mozambique demonstrates how CBAM could redraw global commodity trade flows
www.carbonrisk.world
August 28, 2025 at 11:52 AM
Call of duties: Mozambique demonstrates how CBAM could redraw global commodity trade flows
www.carbonrisk.world/call-of-duti...
www.carbonrisk.world/call-of-duti...
Reposted by Peter Sainsbury
Global investment in new renewable energy a record $386bn in first half of 2025, according to BloombergNEF
- Global offshore wind and small-scale solar spurred growth
about.bnef.com/insights/cle...
- Global offshore wind and small-scale solar spurred growth
about.bnef.com/insights/cle...
Global Renewable Energy Investment Still Reaches New Record as Investors Reassess Risks | BloombergNEF
BloombergNEF’s annual Electric Vehicle Outlook (EVO) expects nearly 22 million battery electric and plug-in hybrid vehicle sales this year, up 25% from 2024, as the cost of lithium-ion batteries falls...
about.bnef.com
August 26, 2025 at 10:17 AM
Global investment in new renewable energy a record $386bn in first half of 2025, according to BloombergNEF
- Global offshore wind and small-scale solar spurred growth
about.bnef.com/insights/cle...
- Global offshore wind and small-scale solar spurred growth
about.bnef.com/insights/cle...
Reposted by Peter Sainsbury
"The solar panels imported into Sierra Leone in the last 12 months, if installed, would generate electricity equivalent to 61% of the total reported 2023 electricity generation" #EnergySky
ember-energy.org/latest-insig...
ember-energy.org/latest-insig...
The first evidence of a take-off in solar in Africa | Ember
There has been a major pick-up in solar panel imports into Africa over the last 12 months - a shift that is likely to impact almost every country on the continent.
ember-energy.org
August 27, 2025 at 2:23 AM
"The solar panels imported into Sierra Leone in the last 12 months, if installed, would generate electricity equivalent to 61% of the total reported 2023 electricity generation" #EnergySky
ember-energy.org/latest-insig...
ember-energy.org/latest-insig...
Reposted by Peter Sainsbury
📢 I've written the @financialtimes.com Free Lunch newsletter today on the rise of populism & its economic implications 📢
No surprise: populism makes for very bad economics, with clear negative impacts regardless of whether it is left-wing or right wing variety
Free-to-read link👉 on.ft.com/4fViP31
No surprise: populism makes for very bad economics, with clear negative impacts regardless of whether it is left-wing or right wing variety
Free-to-read link👉 on.ft.com/4fViP31
August 24, 2025 at 2:10 PM
📢 I've written the @financialtimes.com Free Lunch newsletter today on the rise of populism & its economic implications 📢
No surprise: populism makes for very bad economics, with clear negative impacts regardless of whether it is left-wing or right wing variety
Free-to-read link👉 on.ft.com/4fViP31
No surprise: populism makes for very bad economics, with clear negative impacts regardless of whether it is left-wing or right wing variety
Free-to-read link👉 on.ft.com/4fViP31
"it may be impossible simultaneously to combat climate change, boost the middle class in advanced economies, and reduce global poverty. Under current policy trajectories, any combination of two goals appears to come at the expense of the third.” - Dani Rodrik
carbonrisk.substack.com/p/a-new-poli...
carbonrisk.substack.com/p/a-new-poli...
A new political trilemma
Welcome to Carbon Risk — helping investors navigate 'The Currency of Decarbonisation'! 🏭
carbonrisk.substack.com
August 22, 2025 at 6:19 AM
"it may be impossible simultaneously to combat climate change, boost the middle class in advanced economies, and reduce global poverty. Under current policy trajectories, any combination of two goals appears to come at the expense of the third.” - Dani Rodrik
carbonrisk.substack.com/p/a-new-poli...
carbonrisk.substack.com/p/a-new-poli...
Reposted by Peter Sainsbury
The old consensus, whether one calls it #neoliberalism, market fundamentalism or the rules-based international order, is gone, chart #DaniRodrik in a upcoming new #book @princetonupress.bsky.social Nov 2025 press.princeton.edu/books/hardco...
August 22, 2025 at 6:08 AM
The old consensus, whether one calls it #neoliberalism, market fundamentalism or the rules-based international order, is gone, chart #DaniRodrik in a upcoming new #book @princetonupress.bsky.social Nov 2025 press.princeton.edu/books/hardco...