Ep. 313: Tom Montag on the Undiscovered Potential of Carbon Markets
Macro Hive Conversations With Bilal Hafeez
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Navigating the Complexity of Carbon Markets
This chapter explores the intricate landscape of carbon markets, comparing them to the early days of derivatives trading while highlighting challenges such as standardization, customization, and the risks of greenwashing. It addresses key aspects like the variability in credibility of carbon credits, the dynamics of off-take agreements, and the geopolitical risks of global reforestation projects. Additionally, the discussion emphasizes the importance of immediate carbon removal actions and the role of government policies in shaping market efficiencies.
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