Carbonware

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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
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Ed Smith
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…
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Ed Smith
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…
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John Mulliken
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
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Ed Smith
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
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John Mulliken

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
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John Mulliken
The US infrastructure bill creates lots of "good climate things", but no carbon scarcity
Or: “we've met the enemy, and it is us”
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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
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John Mulliken
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
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John Mulliken
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…
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John Mulliken
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…
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Ed Smith
2

June 2021

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