Alex Rau

Carbon markets, emissions trading, environmental finance; ex-physicist sole focus: scaling carbon #abatement since 2001, PhD CFA Geaux Tigers

[Alex Rau @axrau]

@wang_seaver Similar construct would apply eg for Canadian LNG exports used to affect coal-to-gas fuel switching in SEAsia. The unit of sharing is called an #ITMO (Internationally Transferred Mitigation Outcome). US LNG or decarbonization tech of course excluded so long as US out of Paris

[Alex Rau @axrau]

@wang_seaver There is no uncertainty here under accounting rules of the Paris Agreement, the emission reductions accrue to deploying country against its baseline emissions / NDC commitments. But credit can be shared w China/tech/resource suppliers via the #Article6.2 carbon market mechanism

[Alex Rau @axrau]

@Tonio @rexsalisbury captures it pretty well too

>8 billion people suddenly looking extremely beta

[Alex Rau @axrau]

@ira_joseph @ColumbiaUEnergy Actually this is a JV btw Jera and Pasha Group, which is a Jones Act carrier: https://t.co/mpdVpV4L6e

[Alex Rau @axrau]

“Once you have a carbon price into the mid-teens, and certainly into the twenties… You can drive a lot of abatement at those levels” #CORSIA #Article6 @WSJ
https://t.co/qIuCWpch9V

[Alex Rau @axrau]

@CIMSS_Satellite @NOAASatellites @NWSJuneau An ensuing glacial silt phytoplankton bloom would be nice!

[Jorge Familiar @Familiar_BM]

Happy to announce that we have priced our latest outcome bond A USD 200 million principal-protected Clean Cooking #OutcomeBond. This new financial instrument allows investors to direct a portion of the bond’s regular coupon to fund clean cooking in #Ghana
https://t.co/uVJ4lopAKI

[Alex Rau @axrau]

Ghana and Switzerland authorise two high-integrity clean cooking carbon projects led by UpEnergy generating #ITMOs under Article 6.2 of the Paris Agreement

https://t.co/6TYk0hFUIQ

[SEARCH @SEARCH_Inc]

SEARCH is proud to participate in the Government of Belize's blue carbon pilot project. Led by the Government of Belize and Brightwater Collective, the project will serve as a model for scalable, science-driven climate action that delivers measurable emissions reductions, supports sustainable livelihoods, and strengthens the resilience of Belize’s coastal ecosystems and communities.

Together with @Stantec, JLL, Climate Wedge, and the Turneffe Atoll Sustainability Association, we will leverage our expertise in cultural heritage, coastal and marine science, carbon markets, and finance to further Belize's #BlueEconomy.

👉 https://t.co/dQhOgeq4ym

#TurneffeAtoll

[Alex Rau @axrau]

@MegaWattXinfo @ShanuMathew93 LoL so true with these CDR tons, can’t call it a market with only one buyer

[Michael McFaul @McFaul]

On this horrific anniversary — three years of Russia’s barbaric invasion of Ukraine— thinking of all my courageous, heroic Ukrainian friends. I am simply in awe of the Ukrainian people!

[Alex Rau @axrau]

$600m+ lesson: don’t screw over the little guy trying to decarbonize and innovate, congrats @PropelFuels #LCFS https://t.co/IKZyUU9Dbl

[Casey Handmer @CJHandmer]

I'm continually surprised by how rare mental arithmetic skill is among technical people. It's about as hard to learn as riding a bike (ie not hard) and it puts first principles thinking on warp drive. With daily practice you can quickly get faster results than using a calculator even for complicated operations. It also greatly improves physical intuition. I see it as a kind of literacy.

[David Fishman @pretentiouswhat]

"If America wants a sort of small-batch, artisan solar sector to give the impression it’s doing the work of staving off climate change, while going all-in on expanding petroleum production instead, then it’s hit on the right policy."

@davidfickling pulling no punches here.

[Alex Farnsworth🌻 @Climate_AlexF]

🌋Mega El Niño instigated the end-Permian mass extinction📷. New research in @ScienceMagazine on how mega-El Niño solve a decades old problem in unifying both land and marine extinctions. The deadliest extinction in Earth's History. #sciencetwt #sciencetwt https://t.co/eGQBfQOWqo

[bruce @boo]

Wanted to share a bit about what I have been working on 🏗️

At Halcyon, we’re building a data platform to help those navigating decarbonization. Our purpose is to speed up their journey (1/5) ⚡️

[Alex Rau @axrau]

UpEnergy receives Tanzania’s first #Article6 authorization for carbon credits, from its project to distribute clean cookstoves to >425,000 households in country https://t.co/kCrdawA2jP @UpEnergyUganda

[Ofisi ya Makamu wa Rais @vpo_tanzania]

Waziri wa Nchi Ofisi ya Makamu wa Rais (Muungano na Mazingira) Mhe. Dkt. Selemani Jafo akioneshwa jiko linalotumia nishati safi ya kupikia na Mkurugenzi wa Shirika la UpEnergy Tanzania Bi. Rehema Mbalamwezi mara baada ya kufanya mazungumzo kuhusu nia ya shirika hilo katika kuunga mkono Serikali kuhamasisha matumizi ya nishati safi ya kupikia, mazungumzo yaliyofanyika leo katika Ofisi ya Makamu wa Rais jijini Dar es Salaam.

[Alex Rau @axrau]

@NWSBayArea and now bright moon halo over SF

[Alex Rau @axrau]

Good reminder to those casting removal stones from carbon negative ivory towers & data centers, there is no intrinsic value to emission reductions or removals, these are +ve externalities that must be monetized thru market mechanisms where all the complexity and value traps lie

[Eve Tamme @EveTamme]

Some advice, inspired by a recent chat with a #CarbonRemoval startup.

No, it's not about when your #CDR method will be included in the #EUETS.

Because this is only a consequence.

The EU ETS is used to achieve the EU's climate targets. Hence, if your activity is not part of the 2030 climate target, you want to make sure that it is within the scope of the upcoming 2040 climate target proposal.

Because the ETS and all other policy tools will first and foremost be revised to incentivise the achievement of the 2040 climate target. If your activity is within the scope - congratulations, this is a good start. You will benefit from the incentives.

If your activity is not within the scope of the 2040 target, this might mean your next chance to benefit from the compliance #carbonmarkets is from 2041 onwards - still 17 years away.

So first, make sure your activity is in the scope of the 2040 climate target. You probably have less than a year to make it happen (see my blog post for the timeline: https://t.co/3KXzEmQ9cf)

Good luck!

[Resources Magazine @ResourcesMag]

The US @CFTC recently proposed guidance for verifying the quality of #carbon offsets. 💵🌳

To help break down the new guidance, we talked with @axrau about the proposal, its implications for voluntary carbon markets, and more.

Read the full blog post! 🔽
https://t.co/mu2SkQGwH0