Carbonware

Direct Disruption: Carbon Direct is quietly leading the market rally for quality

Their move to "build a platform" has the potential to disrupt the carbon market in positive, exciting ways

Oct 29, 2021 • 

Ed Smith

2

1

Carbon credit sales are booming: It’s time to calibrate, not celebrate

The market for voluntary carbon credits is growing faster than ever due to corporate climate commitments; what’s troubling is how it’s growing and what…

Oct 14, 2021 • 

Ed Smith

9

1

September 2021

There's highly correlated risk in ClimateTech funds, and only one thing to do about it

The world (and LPs) need optimistic VCs, but they’ll have to do their part to make climate-focused funds pay off... and the place to do that work is in…

Sep 29, 2021 • 

John Mulliken

4

The Mr. Burns Test for climate tech startups isn’t dead; it’s evolving

Climate tech startups working to “unf**k the planet” need a nuanced perspective on how they will succeed until — and when — governments act

Sep 21, 2021 • 

Ed Smith

8

1

Corporations must (& will) more forcefully call for policies which actually achieve Net Zero

With just over 2 months to COP26, the clock is ticking for active support

Sep 2, 2021 • 

John Mulliken

1

August 2021

UN Climate Report (& leak) means business & investors need to be ready to decarbonize

Incontrovertible evidence on the science means political action more likely

Aug 13, 2021 • 

John Mulliken

2

The US infrastructure bill creates lots of "good climate things", but no carbon scarcity

Or: “we've met the enemy, and it is us”

Aug 4, 2021 • 

John Mulliken

July 2021

The carbon tax is dead… long live carbon scarcity! What’s an entrepreneur to do?

In a week of horrifying weather images and carbon market evolutions, I suggest we should keep our eyes on where private investment is moving

Jul 21, 2021 • 

John Mulliken

1

Carbon Stuff - ESG v1 & v2 vs. the emerging Long/Short strategies

A letter I wrote to Matt Levine: Why the world of “more active bets” on the energy transition is happening fast

Jul 13, 2021 • 

John Mulliken

5

3

Greta & Larry are Right, We Don’t Have a Plan (but get ready, we will)

A strong policy response is inevitable, predictable and necessary - so get a plan, start running your plan, and engage governments to regulate sooner…

Jul 8, 2021 • 

John Mulliken

5

No quick fix: today’s cheap carbon offsets won’t achieve tomorrow’s climate commitments

The misleading carbon pricing baked into many corporate climate commitments will be tested soon; that’s good for corporate capital allocation decisions…

Jul 1, 2021 • 

Ed Smith

5

2

June 2021

Where’s all the long carbon?

If the Bigger Short implies that everyone is short carbon emissions, where are we going to find the long emissions to cover that position?

Jun 24, 2021 • 

John Mulliken

1