Carbon Markets
Energy
Geopolitics
Merz Leverages Energy Crisis to Challenge EU Carbon Market
Germany's industrial cost pressures and Middle East supply shocks are fracturing EU climate consensus ahead of critical Green Deal implementation.
Macro
Markets
Microsoft’s Carbon Removal Pause Exposes $80B Market Built on Single Buyer
The tech giant's decision to halt purchases threatens 200+ startups and reveals structural fragility in corporate climate finance dependent on artificial demand.