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Structural Supply Deficit in Carbon Market Will Send Prices Much Higher: Lawson Steele
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Head of Carbon Analysis at Berenberg Lawson Steele joins to show to present his investment thesis for the carbon sector. Lawson focuses on the EU carbon market and explains why special regulations in the industry present a unique opportunity for investors.
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00:00 Introduction
00:19 EU Carbon Market Overview
07:07 Logistics of EU Carbon Market
13:15 Economics of Carbon Market
15:45 How is the Payout Distributed?
18:07 Carbon Supply Deficit
23:17 What Could Disrupt the Market?
28:05 How Do Investors Get Exposure?
#carbon #carbonmarket #impactinvesting
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