Carbon markets, renewables, and the green energy shift.
9 posts
The global carbon market hit $114.3B in 2025 and is projected to reach $482B by 2035. Here's a practical guide to the ETFs, futures, platforms, and strategies available to investors who want exposure to carbon credits — plus the risks you need to understand.
A comprehensive look at US clean energy investing in 2026 — from IRA politics and data center demand to the 2,600GW interconnection queue bottleneck. Who's winning, who's losing, and how I'm positioning my portfolio.
First Solar (FSLR) sold a record 17.5GW of modules and hit $5.2B revenue in 2025. Then shares cratered 18% on weak 2026 guidance. I dig into the numbers, the technology, and whether the pullback is a buying opportunity.
The voluntary carbon market is valued at $1.6-2.5B but a quality revolution is underway. High-rated credits trade at $14.80/t while low-quality ones languish at $3.50/t. CCP-tagged retirements doubled, tech removals command $500+/t, and Microsoft owns 80%+ of forward CDR purchases. Here's what's happening.
The EU's Carbon Border Adjustment Mechanism entered its definitive phase on January 1, 2026. Over 12,000 operators applied, 10,483 import declarations were validated in the first week, and global trade flows are already shifting. Here's what you need to know.
SolarEdge surged 122.8% in 2025 while Enphase crashed 45.7%. How did two solar leaders end up on opposite sides of the trade? I break down the numbers, the strategy shifts, and which one I'd bet on.
The EU isn't the only carbon market that matters anymore. China just expanded its ETS to cover 3 billion tonnes of CO2, California is proving cap-and-trade works, and India is launching its own scheme in 2026. Here's a global tour of carbon pricing.
NextEra Energy (NEE) is the world's largest generator of wind and solar energy, with a 30GW pipeline and 6M+ Florida customers. After a 25% pullback from highs, is now the time to buy?
EU carbon prices are surging past €80/tonne with supply tightening 8% in 2026. Here's what's driving the rally, what the reforms mean, and why this market matters more than ever.