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Beyond Borders: How a New EU Law Takes Carbon Credits Global

Spring 2023 KraneShares Climate Report

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In this quarter’s climate report, our theme focus is “Beyond Borders: How a New EU Law Takes Carbon Credits Global.” We examine how a new carbon import tariff introduced within the European Union—known as the Carbon Border Adjustment Mechanism (CBAM)—is leveling the playing field between EU industry and its global competition while expanding the impact of cap-and-trade incentives to huge new parts of the economy. Please read our report’s theme focus for more information.

Spring Climate Report Contents:

  • Climate Suite Performance and Futures Pricing Tables
  • Carbon Market Recap & Outlook
  • Theme Highlight – Beyond Borders: How a New EU Law Takes Carbon Credits Global
  • Electrification Metals Update
  • Carbon Correlations, Market Modeling & Performance