Per Lekander Long Carbon Credits: Sohn London Conference ~ market folly

Thursday, January 10, 2019

Per Lekander Long Carbon Credits: Sohn London Conference

We're posting up notes from the recent Sohn London investment conference.  Next up is Per Lekander of Lansdowne Partners who presented a long of Carbon Credits.

Per Lekander's Presentation at Sohn London Conference

Emissions credits were introduced by the EU in 2005. Companies with high emissions either had to cap them or buy credits. The carbon market will begin to go from over supply to under supply.

In 2019, new supply will be cut by 24%. The market will balance in two years. After that there will be a shortage of credits and prices will rocket.

The market is liquid and deep.

Carbon Credits are a highly regulated and synthetic market. Lekander noted the risk of political interference.

Be sure to check out the rest of the presentations from the Sohn London investment conference.

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