From where I sit I can say companies overseas have been ramping up their carbon credits purchases. New regs and targets in the GCC are pushing most of the investors here to put cash in carbon negative projects globally, especially given EU discussions to implement punitive measures for emissions.
Id argue the credits revenue stream could go as high as 100-150m based on what I'm seeing off-the-books PE investors spending here in the gulf to get their hands on offsets but this region is a bit of a bubble. 75-100m would be a good conservative bet based on EU and UK investment premiums on carbon negative projects if you extrapolate out to 2025 when most of the incentive schemes will really start to drive behaviors.
PS... nice to see the new FY rebound, consumer discretionary ASX200 index up a lot today which to me implies decent market sentiment despite almost guaranteed rates increases. The good news of course is that Europe and the US isn't raising rates as fast or as high as we likely will in AUS so I'd argue QPM might be quite well shielded from domestic debt hikes in terms of its Debt diversification, very smart play from them it seems.
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