Norbert Gehrke’s Post

Excited to reconnect with knowledge leaders in the domain of ESG compliance and “GREEN” liquidity at the GTR Commodities 2024 Geneva conference. How could the U.S. election reframe the global ESG paradigm and impact the future of sustainable finance? Will industrial policy in the sector prevail over free market forces, driving further geoeconomic disintegration and fragmentation? We will elaborate on the implications of the U.S. Chip Act, the introduction of tariffs and restrictions on import/export of EVs and solar panels and how current and future trade tensions may influence ESG performance across global supply chains. We will equally highlight the difference of investment theses between public and sovereign sustainable finance and what are the key opportunities and challenges in the ecosystem. Another reflection will be on the significance of the application of AI to boost ESG performance and provide more transparency to investors and regulators.   Please join our discussions at the industry panel “ESG Compliance and unlocking ‘green’ liquidity across the market” @ GTR Commodities 2024 Geneva conference, 19th September 2024 - 14:45PM at the InterContinental Genève / Switzerland. #esg #energytransition #netzero #sustainablefinance #greenfinance

Our new research paper leverages proprietary LSEG data sets and methodologies to analyse country-level carbon emissions data and projection models to provide unique insights into the demand and supply for decarbonisation technologies and solutions in the Asia Pacific region. Discover more: https://lseg.group/3C9KuNP #Decarbonisation #Carbon #Emissions

Our latest report 'Closing the decarbonisation gap in APAC - LSEG market insights and solutions for empowering climate transition finance' leverages sovereign emissions data and projection models to define the decarbonisation gap in six G20 APAC economies. The report further uses MACC curves to identify decarbonisation technologies with the best abatement potential and FTSE Russell's Green Revenues data set to analyse market-level opportunities in the low-carbon transition. Great work by the team Alexis R. Rocamora, Fannie Serrano and Julien Blanc

Worth watching this week: this quarter’s MSCI Carbon Markets “Voluntary Carbon Market in Review”, which looked at developments in the voluntary carbon market in Q2 2024. Aside from the wealth of data presented on #CarbonMarkets, another key takeaway for me was that Corporate commitments to Science Based Targets initiative continue to increase (see chart below), with some nuances: 1️⃣ Some decrease can be observed in the rate of growth for both Emission Reduction Targets and Net Zero Commitments, likely due to recent uncertainty and news flow surrounding SBTi’s guidelines. 2️⃣ The number of companies making new or enhanced commitments (997) is more than 8x that of companies with commitments withdrawn or expired, despite the latter taking a lot more space in the news flow. 3️⃣ According to MSCI Carbon Markets, companies that are active buyers in the Voluntary Carbon Market continue to decarbonize much faster than those that are not (updated analysis to be released soon). 👉 Rewatch the full webinar here: https://lnkd.in/d3NPfKyQ

The 2024 Nasdaq Global Net Zero Pulse survey reveals significant shifts in the voluntary carbon market (VCM) and the role of carbon credits in corporate net-zero strategies. Drawing insights from corporate carbon credit buyers, the report highlights how preferences and market dynamics have evolved over the past year, aiming to bridge knowledge gaps and support stakeholders with actionable intelligence. Read more: https://lnkd.in/gXD2ByEa #CarbonMarket #NetZero #ClimateGoals #CarbonRemoval

Global #CarbonMarkets value hit record $949 bln in 2023 The value of traded global markets for carbon dioxide (CO2) permits reached a record 881 billion euros ($948.75 billion) in 2023, marking a 2% increase on the previous year, according to the LSEG Data & Analytics Carbon Market Year in Review 2023 report. Many countries and regions have launched emissions trading systems (#ETS) to put a price on carbon dioxide (CO2) emissions and incentivise companies to invest in low carbon technology and help meet #climate targets. Around 12.5 billion metric tons of #carbon permits changed hands in the world's emissions markets, similar to 2022, but record prices in several markets such as Europe and North America pushed up the overall value. The world's most valuable carbon market, the #EUETS, was worth around 770 billion euros last year, up 2% from the previous year and representing 87% of the global total. Article by Susanna Twidale, Senior Correspondent at Reuters. https://lnkd.in/d7tCruVM

BeZero Carbon is making its ratings of carbon projects available to all Bloomberg Terminal users in a move that enhances the accessibility of carbon ratings, which is crucial for informing emerging carbon markets. #CarbonMarkets #VCM #CarbonCredits https://bit.ly/3WVC7xD

🌱 Navigating the evolving landscape of carbon markets? Our upcoming in-person panel discussion in Zurich will explore the latest trends and strategies in the Voluntary Carbon Market (VCM), offering valuable insights and emerging best practices to help build credible carbon credit portfolios. 👉 Moderated by our CEO, Dr. Daniel Klier, the discussion will feature expert panelists Margaret Kim, Pascal Hartwig, Megan Kemp, and Julia Storm, PhD. Key topics include quality criteria, market insights, and strategies for building credible carbon credit portfolios that support global net-zero goals. 🌍 Carbon market integrity: A collaborative approach 📆 1 October 🕚 5pm - 8pm CEST Learn more  ➡ https://lnkd.in/eNH3pp5C Gold Standard | BeZero Carbon #CarbonMarkets #NetZero

Get another small dosage of positivity for 2025! Similar as shares are being handled on stock markets - giving us a hint that investors are bullish for 2025 as we are achieving record highs in the past weeks/months... the carbon market is giving us more indications that Net Zero activities are pushing forwards. A lot of activities have happened to improve the concept of trading carbon credits for supply and demand to come together. That's good news.... or what do you think? Check out the article as usual below.... 👇 https://lnkd.in/d3PykEBq

🔹 ClearBlue Markets has prepared a report that details the structure of Corresponding Adjusted Credits (CACs) and highlights the potential supply and demand outlook, including price forecast. 🔹 Corresponding Adjusted Credits (CACs) are carbon credits originating from VCM standards, Article 6.4, or national and subnational standards. Authorized by the host country with a corresponding adjustment (CA) to prevent double counting, these credits are eligible for use as Internationally Transferred Mitigation Outcomes (ITMOs) for Nationally Determined Contributions (NDCs), Emission Reduction Units (EEUs) under the Carbon Offsetting and Reduction Scheme for International Aviation (CORSIA) or for voluntary use by companies that prefer credits with additional assurance. 🔹 By examining the commitments and NDCs of both host and buying countries, alongside mechanisms such as Article 6 of the Paris Agreement and CORSIA, ClearBlue has outlined the projected volumes and influencing factors for CAC transactions. The diverse pricing mechanisms—from market-driven benchmarks to regulated fixed prices—underscore the complexity and variability of this emerging market. 🔹 As seen through the landmark approvals for Article 6.4 Standards on the the first day, COP29 will be a critical venue for negotiations on the future of Article 6. Key issues, including the role of authorizations and the management of international registries, will be central to discussions, with the global community closely monitoring for resolutions that could drive increased CAC transfers and strengthen international cooperation. 🔹 As the market continues to evolve with new bilateral agreements and refined NDC commitments, ClearBlue’s demand and supply projections will remain adaptable, providing our clients with an essential tool for navigating the complexities of the global carbon credit landscape. 👉 To access this report, or to receive ongoing, detailed market analysis on the issues moving the carbon markets, become a subscriber of Vantage, our carbon intelligence platform. https://lnkd.in/eQmXFKSG