CRRM3 (Episode 14): Funding Constraints amid Methane Advancements

Global processes & green bond details underwhelm while transatlantic leadership makes advances on LNG & Methane Emissions. Technical disclosure (EU) and nuclear (US) policy shifts on display

Welcome to Episode 14 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.

This week’s semi-annual geo-economic meetings at the IMF/World Bank and G7/G20 levels and parallel national policy shifts in Europe and the United States confirmed that policymakers globally remain committed to finding ways to finance the climate transition.  That’s the good news.

But it was also clear that precious little consensus exists on how precisely funds will be unlocked.  Policymakers and private capital markets jousted publicly over who should be taking the first loss position and how emissions targets embedded in green bonds should be verified.  Moreover, the pre-holiday language data makes clear that energy transition initiatives with a geopolitical angle continue to receive fast-track treatment compared with other initiatives.

This leaves policymakers individually grappling with initiatives that deliver incremental, technical progress but incapable of generating the kind of large-scale forward momentum that many of us are accustomed to seeing when global leaders gather at their Spring Meetings.  Meanwhile, subsidies, grants, and incentives continue to roll out from national governments.

Today’s Episode 14 highlights the geopolitical shifts on display over the last two weeks. We also look at technical initiatives underway regarding supply chain and methane emissions monitoring, greenwashing, greenium, and the energy transition.

Listen to the Podcast:

CRRM3 (Episode 14): Funding Constraints amid Methane Advancements