compliance carbon markets

“And again, back to our investment thesis, that's part of what we've been waiting for is seeing a point where even those entities being regulated are going, you know what, it's just the right thing for us to do.”

“And while there was resistance, 10 and 15 and 20 years ago, you know, where you would see oil companies lobbying against these sorts of programs, what you've seen in the last half decade is More and more of them see the writing on the wall. They realize we're …”

“The more important time horizon that we use is focusing on the medium and long-term of what will drive prices in these markets, and that's the fundamentals of each of these individual markets, the supply, the demand, the regulatory changes that are occurring, …”

“The governments are often regulating price minimums and even escalating price minimums, which can create unique and interesting and positively skewed investment opportunities for investors.”

“The largest compliance market in the world is the EUA market.”

“So we see the size of these markets and the compliance side growing the volumes of actual permits come down over time, but we believe price will be growing as the shortages that we expect to take place. Start to manifest themselves in different markets.”

“On the compliance side, helping the policy makers achieve their objective of reducing emissions from their emitters by being part of that market and participating in that market, which is explicitly contemplated by the market design in order. They want investo…”