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…
The carbon position we hold is one of the biggest financial bets we’re making, and we don’t even realize it
Climate tech startups working to “unf**k the planet” need a nuanced perspective on how they will succeed until — and when — governments act
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…
Their move to "build a platform" has the potential to disrupt the carbon market in positive, exciting ways
The misleading carbon pricing baked into many corporate climate commitments will be tested soon; that’s good for corporate capital allocation decisions…
Why the “additionality” of some carbon offsets is putting the entire carbon market at risk, and what we can do about it
A letter I wrote to Matt Levine: Why the world of “more active bets” on the energy transition is happening fast
In a week of horrifying weather images and carbon market evolutions, I suggest we should keep our eyes on where private investment is moving
If the Bigger Short implies that everyone is short carbon emissions, where are we going to find the long emissions to cover that position?
A strong policy response is inevitable, predictable and necessary - so get a plan, start running your plan, and engage governments to regulate sooner…
“What if we succeed?” Advice and investments for a world where greenhouse gasses are increasingly scarce