The European Union Allowance (EUA) in their Emissions Trading System (ETS) has risen 30 euros, that’s double the price, just this year! If you’re already invested in carbon credits, perhaps through the KRBN ETF, then you’re thinking, this is awesome!

But is a price bubble forming? If so, what kind of solutions are being proposed? And should you be worried about investing in carbon credits? That’s a very important question particularly if you hold the KRBN ETF, like me, because 75% of that ETFs holdings are EUA futures.

Four complaints about the rise in EUA prices have made the rounds lately, and they all center around asking regulators to change the system to keep us - investors and speculators - OUT. This negativity isn’t a SURPRISE. If you remember back to my initial KRBN video, I highlighted political risk as the single biggest threat to the carbon investment thesis. The risk of localized, political change that leads to changes in the ETS. Political risk is in fact about the ONLY risk to the thesis. So we’re witnessing a PR battle with millions of dollars in company profits on the line.

Join me as I run through these four complaints and we analyze their impact on global carbon emissions and the thesis for investing in carbon credits.

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DISCLAIMER:
This video is my opinion and should not be taken legal, tax, or investment advice. I am not a certified financial, legal, or tax advisor. Always do your own due diligence and consult with your professional legal, tax, or investment advisors. Link links in this description may be affiliate links, if you use these links I may earn a commission.

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