Peter Sainsbury
@petersainsbury.bsky.social
Helping investors navigate 'The Currency of Decarbonisation'! 🏭 www.carbonrisk.world
Clean-energy growth meant China’s emissions fell by 1% year-on-year in the first half of 2025, extending a declining trend that started in March 2024.
China's chemical industry, largely reliant on coal, remains the problem child.
www.carbonbrief.org/analysis-rec...
China's chemical industry, largely reliant on coal, remains the problem child.
www.carbonbrief.org/analysis-rec...
August 21, 2025 at 6:16 AM
Clean-energy growth meant China’s emissions fell by 1% year-on-year in the first half of 2025, extending a declining trend that started in March 2024.
China's chemical industry, largely reliant on coal, remains the problem child.
www.carbonbrief.org/analysis-rec...
China's chemical industry, largely reliant on coal, remains the problem child.
www.carbonbrief.org/analysis-rec...
In contrast to the United States, the European Union and China are massive net importers of fossil fuels, giving them a strong incentive to decarbonise besides the negative externality from burning fossil fuels.
July 19, 2025 at 8:20 AM
In contrast to the United States, the European Union and China are massive net importers of fossil fuels, giving them a strong incentive to decarbonise besides the negative externality from burning fossil fuels.
T&E study suggests that exports of UCO from Malaysia are approximately 3x higher than their combined collection volumes and imports. The data points to something more going on than just UCO exports, and probably involves the blending of virgin palm oil.
www.transportenvironment.org/uploads/file...
www.transportenvironment.org/uploads/file...
July 10, 2025 at 2:27 PM
T&E study suggests that exports of UCO from Malaysia are approximately 3x higher than their combined collection volumes and imports. The data points to something more going on than just UCO exports, and probably involves the blending of virgin palm oil.
www.transportenvironment.org/uploads/file...
www.transportenvironment.org/uploads/file...
MethaneSAT, the methane-monitoring satellite, has apparently lost power and communications. The satellite, devised by the US based Environmental Defense Fund (EDF) was only launched just over 12 months ago in June 2024.
www.methanesat.org/project-upda...
www.methanesat.org/project-upda...
July 2, 2025 at 10:13 AM
MethaneSAT, the methane-monitoring satellite, has apparently lost power and communications. The satellite, devised by the US based Environmental Defense Fund (EDF) was only launched just over 12 months ago in June 2024.
www.methanesat.org/project-upda...
www.methanesat.org/project-upda...
A paper by the European Investment Bank that analysed the period 2012 to 2022 - controlling for factors such as labour, energy costs and value added - found that a 1% rise in carbon prices is associated with increases of 0.1% in investment and 0.2% in R&D spending.
www.eib.org/attachments/...
www.eib.org/attachments/...
June 24, 2025 at 1:38 PM
A paper by the European Investment Bank that analysed the period 2012 to 2022 - controlling for factors such as labour, energy costs and value added - found that a 1% rise in carbon prices is associated with increases of 0.1% in investment and 0.2% in R&D spending.
www.eib.org/attachments/...
www.eib.org/attachments/...
There are now 80 direct carbon pricing instruments in operation around the world; 37 emissions trading schemes and 43 carbon taxes.
Overall, 28% of global GHG emissions are subject to direct carbon pricing, up from 24% a few years ago.
Overall, 28% of global GHG emissions are subject to direct carbon pricing, up from 24% a few years ago.
June 11, 2025 at 8:54 AM
There are now 80 direct carbon pricing instruments in operation around the world; 37 emissions trading schemes and 43 carbon taxes.
Overall, 28% of global GHG emissions are subject to direct carbon pricing, up from 24% a few years ago.
Overall, 28% of global GHG emissions are subject to direct carbon pricing, up from 24% a few years ago.
Compliance carbon pricing instruments such as emissions trading schemes and carbon taxes raise ~$100 billion per year, according to the World Bank.
The EU ETS alone represented around 40% of total revenues in 2024, and it raised a cumulative $247.4 billion during the period 2010-2024.
The EU ETS alone represented around 40% of total revenues in 2024, and it raised a cumulative $247.4 billion during the period 2010-2024.
June 5, 2025 at 10:46 AM
Compliance carbon pricing instruments such as emissions trading schemes and carbon taxes raise ~$100 billion per year, according to the World Bank.
The EU ETS alone represented around 40% of total revenues in 2024, and it raised a cumulative $247.4 billion during the period 2010-2024.
The EU ETS alone represented around 40% of total revenues in 2024, and it raised a cumulative $247.4 billion during the period 2010-2024.
The frequency of terms used in S&P 1500 utility firm transcripts referring to climate mitigation have dropped sharply since 2021.
In contrast, climate adaptation terms have remained steady, more than doubling in usage from a decade prior.
In contrast, climate adaptation terms have remained steady, more than doubling in usage from a decade prior.
May 2, 2025 at 9:57 AM
The frequency of terms used in S&P 1500 utility firm transcripts referring to climate mitigation have dropped sharply since 2021.
In contrast, climate adaptation terms have remained steady, more than doubling in usage from a decade prior.
In contrast, climate adaptation terms have remained steady, more than doubling in usage from a decade prior.
Solar is crushing it
April 8, 2025 at 9:03 AM
Solar is crushing it
Trump tariff tantrum!
EUA’s drop below trend line that’s offered support since February 2024.
EUA’s drop below trend line that’s offered support since February 2024.
April 3, 2025 at 6:54 AM
Trump tariff tantrum!
EUA’s drop below trend line that’s offered support since February 2024.
EUA’s drop below trend line that’s offered support since February 2024.
The tragedy of the horizon.
March 15, 2025 at 9:56 AM
The tragedy of the horizon.
Germany are going vollgas for geopolitical and energy security.
⬆️defence spending 🔫+ ⬆️coal-fired generation 🔥= ⬆️emissions 🏭
The upshot is that European business is pretty excited about it.
carbonrisk.substack.com/p/vollgas
⬆️defence spending 🔫+ ⬆️coal-fired generation 🔥= ⬆️emissions 🏭
The upshot is that European business is pretty excited about it.
carbonrisk.substack.com/p/vollgas
March 11, 2025 at 12:35 PM
Germany are going vollgas for geopolitical and energy security.
⬆️defence spending 🔫+ ⬆️coal-fired generation 🔥= ⬆️emissions 🏭
The upshot is that European business is pretty excited about it.
carbonrisk.substack.com/p/vollgas
⬆️defence spending 🔫+ ⬆️coal-fired generation 🔥= ⬆️emissions 🏭
The upshot is that European business is pretty excited about it.
carbonrisk.substack.com/p/vollgas
Just a normal day for Europe’s energy traders…
March 7, 2025 at 12:35 PM
Just a normal day for Europe’s energy traders…
Bees and other pollinators are estimated to have an implicit annual global value of $195-387 billion, but according to Blackrock, a lack of market pricing means their ecosystem service volumes have declined by 3% per decade over the past 115 years.
March 3, 2025 at 2:57 PM
Bees and other pollinators are estimated to have an implicit annual global value of $195-387 billion, but according to Blackrock, a lack of market pricing means their ecosystem service volumes have declined by 3% per decade over the past 115 years.
Cap-and-trade is about more than CO2.
The decline in CO2 emissions under California's carbon market is also associated with a decline in air pollutants such as nitrous oxide (NOx) and sulphur dioxide (SOx).
The decline in CO2 emissions under California's carbon market is also associated with a decline in air pollutants such as nitrous oxide (NOx) and sulphur dioxide (SOx).
February 25, 2025 at 10:12 AM
Cap-and-trade is about more than CO2.
The decline in CO2 emissions under California's carbon market is also associated with a decline in air pollutants such as nitrous oxide (NOx) and sulphur dioxide (SOx).
The decline in CO2 emissions under California's carbon market is also associated with a decline in air pollutants such as nitrous oxide (NOx) and sulphur dioxide (SOx).
“Success in the New Climate Era hinges on our ability to integrate climate considerations into daily decision-making. Those who adapt will lead, while others risk falling behind.” - Dr. Sarah Kapnick, Global Head of Climate Advisory, J.P Morgan
February 22, 2025 at 9:19 AM
“Success in the New Climate Era hinges on our ability to integrate climate considerations into daily decision-making. Those who adapt will lead, while others risk falling behind.” - Dr. Sarah Kapnick, Global Head of Climate Advisory, J.P Morgan
only 27 countries and the EU (representing 16% of global GHG emissions) have legally binding net-zero commitments.
February 13, 2025 at 11:19 AM
only 27 countries and the EU (representing 16% of global GHG emissions) have legally binding net-zero commitments.
The climate policy winds of change.
February 12, 2025 at 8:20 AM
The climate policy winds of change.
January 31, 2025 at 10:00 AM
While the average energy transition fund returned an average annual total return of 14% during the five years to mid-2023, investors typically only saw a 2.1% return. An 11.9% gap the analysts at Morningstar quite rightly describe as “eye-watering.”
January 30, 2025 at 8:17 AM
While the average energy transition fund returned an average annual total return of 14% during the five years to mid-2023, investors typically only saw a 2.1% return. An 11.9% gap the analysts at Morningstar quite rightly describe as “eye-watering.”
I love this! The Climate Quilt by @michaelpenn.bsky.social from ASR Ltd. Climate tech may have taken a battering, but there's always a bull market somewhere. Nuclear, EU carbon, smart grids and clean energy metal ETFs have had a strong start to 2024.
January 27, 2025 at 8:31 AM
I love this! The Climate Quilt by @michaelpenn.bsky.social from ASR Ltd. Climate tech may have taken a battering, but there's always a bull market somewhere. Nuclear, EU carbon, smart grids and clean energy metal ETFs have had a strong start to 2024.
Today is likely to be the beginning of the end for Biden's climate policies.
According to Carbon Brief, annual US emissions are likely to be around 1Gt CO2e higher in 2030 than under Biden, resulting in a cumulative addition of around 4Gt CO2e by the end of the decade.
According to Carbon Brief, annual US emissions are likely to be around 1Gt CO2e higher in 2030 than under Biden, resulting in a cumulative addition of around 4Gt CO2e by the end of the decade.
January 20, 2025 at 7:13 AM
Today is likely to be the beginning of the end for Biden's climate policies.
According to Carbon Brief, annual US emissions are likely to be around 1Gt CO2e higher in 2030 than under Biden, resulting in a cumulative addition of around 4Gt CO2e by the end of the decade.
According to Carbon Brief, annual US emissions are likely to be around 1Gt CO2e higher in 2030 than under Biden, resulting in a cumulative addition of around 4Gt CO2e by the end of the decade.
Investment funds haven't been this bullish on the EU carbon price since the height of the energy crisis. Funds hold a long position of 68.6 million EUAs (highest since Dec 2021); net long position equals 29 million EUAs (highest since August 2022).
January 15, 2025 at 11:57 AM
Investment funds haven't been this bullish on the EU carbon price since the height of the energy crisis. Funds hold a long position of 68.6 million EUAs (highest since Dec 2021); net long position equals 29 million EUAs (highest since August 2022).
Governments face a trilemma between meeting net zero, fiscal sustainability, and political feasibility.
Spending your way to achieve net zero by 2050 could create unsustainably high levels of debt relative to GDP, according to the International Monetary Fund (IMF).
Spending your way to achieve net zero by 2050 could create unsustainably high levels of debt relative to GDP, according to the International Monetary Fund (IMF).
January 14, 2025 at 12:08 PM
Governments face a trilemma between meeting net zero, fiscal sustainability, and political feasibility.
Spending your way to achieve net zero by 2050 could create unsustainably high levels of debt relative to GDP, according to the International Monetary Fund (IMF).
Spending your way to achieve net zero by 2050 could create unsustainably high levels of debt relative to GDP, according to the International Monetary Fund (IMF).
Climate change is showing its claws, according to Munich RE.
Worldwide natural disasters caused losses of $320bn in 2024, considerably higher than the inflation-adjusted average observed over the past 10 years ($236bn).
Worldwide natural disasters caused losses of $320bn in 2024, considerably higher than the inflation-adjusted average observed over the past 10 years ($236bn).
January 9, 2025 at 10:27 AM
Climate change is showing its claws, according to Munich RE.
Worldwide natural disasters caused losses of $320bn in 2024, considerably higher than the inflation-adjusted average observed over the past 10 years ($236bn).
Worldwide natural disasters caused losses of $320bn in 2024, considerably higher than the inflation-adjusted average observed over the past 10 years ($236bn).