https://www.argusmedia.com/en/news/2251560-record-carbon-prices-fail-to-stifle-german-coal-margins
If anyone’s interested, a good investigation into market dynamics around record carbon prices in the EU.
While specifically about the coal and gas interplay, it’s important to realise the effect this has on other sectors, other markets and therefore influence decisions by companies to derisk their business models NOW by paying a price for access to a low carbon chains of supply.
€60t was expected in several years - it’s ALREADY HERE.
TLG - Media, page-6027
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Mkt cap ! $261.6M | |||
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