5 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.
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 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.
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.