Carbon credits... these have been on my mind for a while (I know, right!). The market got off to a slow start over a decade ago but they really have been flavour of the month over the last year as companies look to offset their carbon emissions.

I'm cautious of the frothiness of the market but I do like the thesis that renewables will simply not be able to increase supply to meet demand, ala natural gas prices and the government increasing coal usage during the run up to winter.

Impact investor has some interesting bedtime reading.

Thoughts? Anyone interested at all?

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