Friday Links - European carbon pricing, energy myths, weeding out the wrong types, war industrial policy, China and food

Given that we will all be in mourning this weekend, I have some further reading. It has a slightly depressing tone to it (I apologise) but these are slightly depressing times! War, energy and Tolkein.

Are European carbon markets in trouble?

I’ve long maintained that one of the most interesting investment ideas is investing in the price of carbon. I simply do not understand how we can achieve the much-discussed energy transition without much higher carbon prices, especially within the European emissions scheme. I accept that many countries won’t want t…