Australia: Land of many carbon prices
There is no national price on carbon in Australia at the moment. However, there are number of implicit and sectoral carbon prices. This profusion of...
National rivalry and non-cooperation is a climate response killer
Last night, Prime Minister Morrison declared sovereign nations need to eschew an “unaccountable internationalist bureaucracy” and the world needs to avoid “negative globalism”. He went...
Interview by The Climate Change Project – Investing in Water Infra and Tech
Download here – https://lnkd.in/gcNdxpg...
Protected: My central thesis
There is no excerpt because this is a protected post....
It’s not EVs that get ya, it’s the efficiency standards
In 2015/2016, my team did a deep assessment on what uptake of EVs might do to oil demand. What we found was that efficiency standards...
For predictive insight, find the Cassowary metric
One of the best feelings from the analyst days was the moment when you finally ‘got it’ about what factor makes a particular company or...
The best scenario analysis explanation
Scenario analysis focuses on the areas of greatest uncertainty for an operation, systematically develops several plausible alternative future environments in which the operation might be...
Investing in climate adaptation opportunities
Looking across the field of climate adaptation investments, I see climate adaptation bonds that raise money from investors to fund climate adaptation projects and some...
‘Stubborn Attachment’s by Tyler Cowen
I am a long time reader of Tyler Cowen’s Marginal Revolution blog. I started reading because of a smug view that ‘I had to read...
‘Dark Emu’ by Bruce Pascoe
Every two pages, I had to put this book down and reassess one of my core beliefs about Australia. I believed that aboriginals were primarily...