CRRM3 (Episode 11): Lithium, Methane, Electricity, Supply Chain, and Disclosures!

European and US policymakers were busy this week despite the financial market turmoil!

Welcome to Episode 11 of CRRM3 -- the podcast that helps climate finance professionals and strategists chart strategic priorities based on concrete, objective data generated directly from the language policymakers use.

Our definition of climate-related finance in this podcast is broad.  It looks beyond disclosure standards for securities issuers and green bond market activity.  We also look at paradigm (but slow) shifts in monetary policy and we look at how policymakers are allocating fiscal resources to support emissions reductions and accelerate the development of more energy efficient or renewable fuels because today’s subsidies and energy policy shifts have a real impact on tomorrow’s investment risk.

With all the drama, volatility, and fear surrounding financial stability in the last week, many significant climate-related policy shifts managed to miss major media attention.   

For more information on the intensifying war between the Fed and the crypto industry regarding instant payments following the Silvergate and SVB situations, please see our sister podcast which aired last night (17 March 2023): ChainReg11.

While banking regulators and central banks were battling the financial stability blaze, policymakers on both sides of the Atlantic were accelerating their efforts to support emissions reductions and accelerate the development of alternative fuels.  Companies and investors that position themselves to ride this public policy wave can use this publicly available information to make smarter strategic investments earlier than others.

Listen to the Podcast:

CRRM3 (Episode 11): From Rare Earths to Emissions Reductions, all the moves you missed last week

Chart of the Week – Carbon Emissions, Green Transition

Once again, the data shows us that policymakers were taking far more action regarding emissions reductions and the green transition than mainstream media reported:

Activity levels extend beyond the weekly distribution of sustainability subsidies. 

Significant normative activity was underway across a range of initiatives.