Luke Oliver

Investor | Carbon Markets | Energy Transition. @KraneShares $KRBN

[KraneShares @KraneShares]

Carbon has outperformed U.S. equities over the past five years, and did so again in 2025. That performance highlights carbon’s potential role as a differentiated alternative at a time when U.S. equity valuations sit near historic highs and rate uncertainty continues to challenge fixed income. In this webinar, KraneShares Head of Strategy @LukeAOliver and Mark Lewis, Partner at @CClifi, discuss the outlook for carbon markets in 2026, including European supply constraints, California regulatory developments, and how the KraneShares Global Carbon Strategy ETF (Ticker: $KRBN) may fit within a portfolio as an alternative allocation. Register: https://t.co/5lLW178ujq

[Luke Oliver @LukeAOliver]

I'm enjoying these a lot, give me a watch and let me know what to cover next:
https://t.co/jgBYIgFarl

[Luke Oliver @LukeAOliver]

@KraneShares

[Luke Oliver @LukeAOliver]

Check out my latest article: The California Update September 2025 https://t.co/NUm2gXYKDY via @LinkedIn

[Luke Oliver @LukeAOliver]

Please give this a watch, we need national carbon pricing @BernieSanders
https://t.co/ACreYhOk4a

[Luke Oliver @LukeAOliver]

+11%! The California carbon auction settled at $28.76, +$2.89 from last one.
California Carbon Allowances are an under allocated opportunity. +50% back to previous high, they have a reserve price -10% and adjust higher by 5%+CPI annually. The next tier price is $60.47!

[Luke Oliver @LukeAOliver]

@KraneShares @CFA_RPC Great to see 🙏

[Luke Oliver @LukeAOliver]

Don't just take my word for it. @CFAinstitute are educating their 200k members on compliance carbon markets. We're glad to see it as investors seek out better alternative investments. #alternativeinvestments #investing #markets #Energy

[KraneShares @KraneShares]

Carbon allowance markets are back in focus. The @CFA_RPC recently published a 30-page report titled Global Compliance Carbon Markets: Structure Explained. The report covers the increased use of carbon allowances and their role within portfolios, highlighting carbon's investment characteristics, ability to provide a potential hedge against climate risks, and utility as a growing alternative asset class. Thanks to Yushuo Yang, CFA, for highlighting the KraneShares Carbon ETF Suite in the report: $KRBN, $KCCA, $KEUA.
Read: https://t.co/pNnkfrhU2A
@LukeAOliver

[Luke Oliver @LukeAOliver]

@KraneShares

[Luke Oliver @LukeAOliver]

California Carbon is finally moving. Pay attention to this. Draft AB1207 cap and trade proposals released earlier this week. Highlights: formal extension to 2045 + Emissions Containment Reserve to reduce supply in low-demand auctions. Read here @politico

https://t.co/A8ORJmE3Wp

[China Last Night @chinalastnight]

News broke that Treasury Secretary Bessent would travel to Stockholm to meet his Chinese counterparts, a potential signal of further thawing in US-China geopolitical tensions. https://t.co/AZTZQtCwCG

[KraneShares @KraneShares]

At this year's @Wealth__Edge Conference, Head of Strategy @LukeAOliver shared insights on the $KRBN ETF and the accelerating carbon markets. According to Bloomberg @business, he noted that as of 6/11/25, “The global cap-and-trade carbon market now trades more than U.S. natural gas, with over $800 billion in annual volume.” He continued, “The economics of the energy transition don’t work by simply offering incentives — there isn’t enough money in the world. But by introducing a pricing mechanism that injects friction into legacy energy, you naturally catalyze investment, innovation, and scaling.” Carbon pricing is not just a policy; it's becoming a tool to help change the global energy landscape.
KRBN: https://t.co/6EZOQmZjeb

[Luke Oliver @LukeAOliver]

Big moment for California’s carbon market this weekend… or maybe not. Either way, you’ll want to be up to speed:

https://t.co/6sAUdwDiHl

[Luke Oliver @LukeAOliver]

Don’t overlook California Carbon Allowances (CCAs) @KraneShares. Cambridge Associates just spotlighted this asymmetric opportunity. Backed by legal precedent & bipartisan support, CCAs offer strong upside near the price floor. 👇

https://t.co/3N3Ewuoaun

[Luke Oliver @LukeAOliver]

https://t.co/9KJHfMEgHK
https://t.co/HdDgLqg4H6

[Luke Oliver @LukeAOliver]

Spoke at @BloombergNEF Summit w/ Rajinder Sahota, Katie Sullivan & Bo Qin on carbon markets. California's program hasn’t backpedaled—only progressed. With prices near the floor, CPI+5% escalator & policy upside, the investment case is strong. $KCCA $KRBN
#CCA #CarbonMarkets #BNEF

[KraneShares @KraneShares]

@LukeAOliver joined @investmentnews anchor Gregg Greenberg to discuss what carbon markets are and how to invest in them with the KraneShares Global Carbon Strategy ETF (Ticker: $KRBN).
Watch: https://t.co/Kw5fhbm8AP

[KraneShares @KraneShares]

Bloomberg @business held its “5 Investment Themes for 2025” last week, and KraneShares was front and center as @LukeAOliver outlined the unique opportunity in the overlooked $1 trillion Carbon market. Low correlations to equities and double-digit return expectations make this a must-look for 2025.

[Luke Oliver @LukeAOliver]

"(Carbon markets) aren't going away, and why would they? These carbon cap-and-trade programs are capitalist, free-market solutions that allow companies to hedge and monetize their energy transition"

[KraneShares @KraneShares]

In an article on the future of #carbon #markets and cap-and-trade programs under a second #Trump term, @LukeAOliver recently told @Reuters, "These aren't going away, and why would they? These carbon 'cap-and-trade' programs are capitalist, free-market solutions that allow companies to hedge and monetize their energy transition."
Read: https://t.co/M7GadumriM
$KRBN #ETFs #investing

[Luke Oliver @LukeAOliver]

@AhooksHooks I just got back from Lahadane and I was told to look you up when I got back to NY. What’s the best way to reach you?