carbon bubble


New Coal Plants in China: A (Carbon) Bubble Waiting to Burst

February 23, 2015 by Lauri Myllyvirta

A Chinese Carbon Bubble?

While China’s coal consumption growth has slowed down, coal capacity still grows. This has led some to conclude that China’s coal consumption growth will resume. But continued buildup of coal-fired plants represents an investment bubble that will burst as overcapacity becomes too large to ignore.[read more]

Carbon Dioxide Is Not Good for Us: And Other Carbon Truths

April 29, 2014 by Jessica Kennedy

Carbon Dioxide Truths

It is unfortunate that there is an audience for claims that environmental degradation and climate change are alarmist farces. I can understand why, however. It is easier to pretend a problem does not exist than to muster the strength to solve it.[read more]

ExxonMobil Confronts the Carbon Bubble

April 28, 2014 by Geoffrey Styles

Last fall I wrote about the notion that future policies to address climate change expose investors in companies producing fossil fuels to a potential bubble in asset valuations. So I was particularly interested when Exxon issued a report last month responding to specific shareholder concerns along these lines.[read more]

Predictions of a Coming Carbon Asset Bubble Overstated

December 16, 2013 by Amy Myers Jaffe

The thinking behind the carbon bubble analysis is that up to two thirds of fossil fuel reserves will not be monetized if the world is to remain below the 2 degrees increase in the global temperature that scientists say is the limit before the planet suffers devastating and irreversible damage.[read more]

Five Myths About the 'Carbon Asset Bubble'

November 26, 2013 by Geoffrey Styles

Although bubbles are best seen in retrospect, investors should always be alert to the potential, particularly after our experience just a few years ago. In this case, however, I see good reasons to believe that the case for a “carbon asset bubble” has been overstated and applied too broadly.[read more]

Carbon Bubble: Pop vs. Deflate, Doom vs. Hope

November 1, 2013 by Lou Grinzo

Before the climate change activists start forming an angry/celebratory mob, complete with pitchforks, torches, and posters featuring the Koch brothers Photoshopped to look like demons, I want to point out that we’re in a very precarious position regarding divestment.[read more]

Energy Risk: India's Coal Bubble

October 18, 2013 by Justin Guay

A few short years ago the assumption that coal demand was essentially endless in China and India was seen as irrefutable. Now this 'coal consensus' is breaking as analysts from Citi Bank to Bernstein predict a rapidly approaching peak in Chinese coal demand.[read more]


Carbon Bubble a Turning Point for Climate Change Action?

May 13, 2013 by Mitchell Beer

If the prospect of serious limits on greenhouse gas emissions translates into a real risk of stranded assets for fossil fuel companies, carbon may become the next housing bubble.[read more]

Climate Change and the Carbon Bubble Reality Check

May 3, 2013 by David Hone

In recent months there has been a renewed look at the idea of a financial carbon bubble, or unburnable carbon reserves. Carbon mathematics is one thing, but what about meeting global energy demand?[read more]