Carbon Markets Are at a Breaking Point — and Most Advisors Aren't Ready. Join Me Today at 2 PM EST.
CE-Credit Eligible Webinar Today
This is not a drill. Carbon pricing has quietly become one of the most consequential policy-driven markets in the world — and the next inflection point is happening right now.
Today, Monday, March 2nd from 2–3 PM EST, I’m hosting a live webinar with Luke Oliver, Managing Director and Head of Climate Investments at KraneShares, to break down exactly what’s unfolding and why it matters for your portfolios.
Register now — seats are limited.
This event is CE-credit eligible through the CFP Board.
Why You Cannot Afford to Miss This
Let me be blunt. The structural setup in carbon markets right now is unlike anything we’ve seen in years:
Supply is being choked. The EU Emissions Trading System has accelerated its cap reduction into 2030. California just extended its program through 2045. Washington, the UK, and RGGI are all operating under declining cap frameworks. This isn’t speculative — these are legislated supply cuts already in motion.
Demand is mandatory. Unlike voluntary offset markets, compliance carbon markets require participation from high-emitting sectors. Companies don’t get to opt out. That changes the entire investment thesis.
Global trade is now carbon-priced. The EU’s Carbon Border Adjustment Mechanism (CBAM) begins its first major phase this year, applying carbon pricing to imported goods. Carbon is no longer a domestic policy conversation — it’s a global trade mechanism.
Institutional capital has arrived. Annual trading volume across the five largest carbon markets reached roughly $907 billion in 2025. This is a futures-based, institutional-scale market with real depth and liquidity.
Correlations favor allocation. Historical data shows carbon allowances exhibiting differentiated return characteristics relative to traditional asset classes, with relatively low correlation to U.S. equities. If you’re looking for genuine diversification, this deserves a serious look.
What We’ll Cover
Luke and I will go deep on:
The current supply/demand setup across EUAs, CCAs, UKAs, RGGI, and WCA markets
Policy drivers including CBAM and accelerating cap tightening
Auction floors, price ceilings, and containment mechanisms
Institutional positioning trends
Where carbon allowances fit inside diversified portfolios — in practical allocation terms
The KraneShares Global Carbon Strategy ETF (KRBN), which tracks the S&P Global Carbon Credit Index
The Window Is Closing — Register Now
Climate policy is moving from aspiration to enforcement. The advisors who understand carbon markets today will be the ones best positioned to serve clients tomorrow.
This conversation is happening today at 2 PM EST. Don’t wait.
Claim your seat here before it fills up.
See you there.
— Michael Gayed, CFA