October 6, 2021

Cross border carbon and potential carbon border taxes

As the topics of climate disruption and carbon emissions rise toward the top of the political and regulatory agenda globally, some moves to impose a price on carbon are likely to impact sections of the economy. This paper assesses carbon border adjustment issues for investors in three steps:

  • A description of the context and growing trend toward carbon border tax scenarios
  • Thoughts on implications for financial investment
  • Key data on assets exposures to the risks and opportunities involved