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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The carbon position we hold is one of the biggest financial bets we’re making, and we don’t even realize it
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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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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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Their move to "build a platform" has the potential to disrupt the carbon market in positive, exciting ways
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Why the “additionality” of some carbon offsets is putting the entire carbon market at risk, and what we can do about it
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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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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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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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If the Bigger Short implies that everyone is short carbon emissions, where are we going to find the long emissions to cover that position?
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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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“What if we succeed?” Advice and investments for a world where greenhouse gasses are increasingly scarce
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