Tid er penger - En podcast med Peter Warren Der finans møter miljøet - Trevor Sikorski
Nov 28, 2024
Trevor Sikorski, a carbon expert from Energy Aspects, delves into the complexities of environmental markets and carbon engineering. He provides a masterclass on carbon credit landscapes, emphasizing their financial and ecological intertwining. The discussion reveals challenges in European electricity generation, particularly with nuclear power's aging fleet. Sikorski also elaborates on new CO2 charges in shipping and the future potential resurgence of carbon credit trading. The conversation highlights how finance is evolving in response to increasing environmental awareness.
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EU Carbon Market Dynamics
- The EU carbon market is heavily influenced by government policy and industry demand.
- Additional supply of EUAs, intended to fund decarbonization and replace Russian gas, has impacted market prices.
Renewable Energy's Impact
- Increased renewable energy, especially solar, is reducing fossil fuel use in power generation.
- The intermittent nature of solar and wind power presents challenges for grid operators.
High-Carbon Debt Refinancing
- Refinancing high-carbon debt is challenging due to market conditions and ESG requirements.
- Oil and gas majors are shifting spending away from transition and towards shareholder returns and fossil fuels.