Wizards of Money Part 21: "Playing Russian Roulette in The Carbon Markets"

Audio Version

TABLE OF CONTENTS
Introduction
1. Global Carbon Flows BC (Before Coal)
2. How the Carbon Accounts become Unbalanced
3. The World's First International Carbon Market
4. A Market Miracle?
5. English Ambitions
6. Tree Farms and Cow Farts "Down Under"
7. Back to the Dark Ages to See What the US is Up To
8. The Pivotal Role of Russia
9. Stuffing Your Wastes Under the Ground
10. Will the US be Left Out of Emerging Financial and Energy Markets?

Introduction

In this, the twenty first edition of the Wizards of Money, we're going to look at the hottest market on the globe. Well, it's actually the market designed to cool things down a bit - the global carbon market.

While the US has developed a sudden fascination with the so-called "Dark Ages", a time when the earth was much toastier than it is today, the rest of the world is looking forward and has decided to do something about man-made weather impacts.

Most developed nations have now ratified the Kyoto Protocol of the United Nations Framework Convention on Climate Change, including all 25 member states of the European Union, as well as Canada and Japan. By ratifying the Kyoto Protocol on climate change, these countries have pledged to reduce their greenhouse gas emissions by a significant amount over the next decade. This pro-Kyoto world has given up on the main country that refused to ratify the Protocol - the USA, who doesn't seem the least bit embarrassed by their noticeable gaseous emissions.

Forging ahead, the Kyoto team holds out hope that Russia will join them by year-end 2003, which would finally bring the Kyoto Protocol officially into effect. In anticipation, this pro-Kyoto world is gearing up for compliance and is implementing new regulations, markets and market mechanisms - indeed a whole new way of doing business globally - that the US is now being left out of.

This episode of the Wizards of Money will explore the developments in the global carbon markets that have taken place mostly outside of the United States, and get very little attention in this country. These developments include the world's first international market in carbon-based financial instruments, national taxes and levies on corporate energy use, and even a tax on cow farts and burps in New Zealand!

To get to know these new markets we'll talk to the director of global operations at CO2e.com in London, the carbon emissions trading subsidiary of Cantor-Fitzgerald, to an energy specialist for the Climate Action Network in Brussels and to the head of the Australian Petroleum Cooperative Research Center.

But first, we'll start with a refresher on the cycle we can't afford to ignore anymore - the global carbon cycle.

Song: "Carbon is a Girl's Best Friend"

1. Global Carbon Flows BC (Before Coal)


Just like with the water cycle that we spoke about in Wizards Part 7, in the carbon cycle, only a tiny fraction of carbon on earth actually participates in the carbon cycle relevant to us terrestrial creatures. And just like the water cycle, any carbon we have in our bodies today has certainly done the rounds over thousands or millions of years: through plants, soils, other animals, the ocean and the atmosphere. And you can forget property rights when it comes to carbon! When the carbon in us is ready to depart, it will just go off and be somewhere else. 

Before the industrial revolution got underway, global carbon flows ran as follows: Carbon in the air, stored as carbon dioxide (amongst other gases), is used by plants in photosynthesis and becomes part of the plant. Some of these plants get eaten by animals and the carbon in them is then used in various molecules to make body tissue and to burn up energy. Other plants, or parts of them, like leaves, just get old and die. This decomposition releases some carbon back to the atmosphere, as does the process of respiration by animals. The other 99.9% of the world's carbon that didn't participate in this cycle just stayed underground - mostly buried in the ocean, in sedimentary rock and in fossil fuels.

Before fossil fuel use by humans entered the scene, losses of carbon from the earth and into the air from decaying vegetation and animal respiration, in the form of various gases such as carbon dioxide and methane, were pretty much balanced by carbon storage or "sequestration" by plants during photosynthesis. The carbon cycle chugged along in this balance between about 1000 AD and the early 1800s, and so the amount of carbon in the air stayed pretty constant over this time period since the middle ages. To give you an idea of magnitude, this annual exchange was about 100 million gigatons of carbon (where a gigaton is a billion tons), from the earth into the atmosphere, balanced by an equal exchange from the atmosphere back to the earth.

Insert: Treebeard (LOTR, "The Two Towers")
 
2. How the Carbon Accounts become Unbalanced

But then came the industrial revolution, powered by the burning of carbon rich fossil fuels, and accompanied by massive clearing of forest land for agricultural and other purposes. These two activities have extracted another 7-8 gigatons of carbon out of the earth's sources per year, of which the oceans and the world's forests have decided to absorb just over half of this release. So the remaining 3-4 gigatons of carbon has nowhere to go but into the air. Over the past 200 years, the level of carbon dioxide in the atmosphere has risen by 30%, and the amount of methane has more than doubled.

An excess of carbon gases, like carbon dioxide and methane, are known to trap heat in the biosphere, making things toastier for all of us. This so-called "global warming" has many known and unknown impacts on climate.

That humans have significantly increased the amount of carbon gases in the atmosphere, and that these gases do contribute to temperature increases is generally not in dispute between the two main parties on either side of the Kyoto Protocol. What is under debate is the degree to which global warming is caused by natural versus man-made factors. The fairly recently discovered indications that the middle ages may have been warmer than the current ages, has the leadership in the US scrambling to promote studies to show that natural causes are a primary contributor to climate change.

Satisfied that human activities are contributing to climate change, the countries that have now ratified the 1997 Kyoto Protocol on global warming are trying to do what they can to get as much as possible of this excess carbon out of the atmosphere by implementing mechanisms designed to reduce overall carbon emissions.

The naysayers team, reluctant to give up their high carbon diets, led by the United States and Australia, are diverting significant resources into figuring out how carbon wastes can be buried underground or in the sea in a process known as artificial carbon sequestration. The US has also developed a sudden interest in the climate endured by King Arthur and his Knights of the Round Table - when temperatures were much warmer than they are today. If only they can understand why the mythical Knights were so toasty, they can cast doubt on the idea that human induced greenhouse gases are largely responsible for climate change.

Insert: Camelot

3. The World's First International Carbon Market

Sure, international markets for various forms of carbon products already exist. Why, there are markets for diamonds, graphite, wood products and, of course, fossil fuels themselves. But now there's a new carbon market.

In this new carbon market a monetary value is assigned to a carbon gas emission allowance. Such an allowance could only have a monetary value if there are a finite number of such emission allowances and the total amount allowed in the market is close to, or even below, the total amount that is currently being emitted. For this market to exist in the first place there must be someone or some body, most likely a government body, that sets the total number of allowances for the market.

This is exactly what the European Union has done. It has used the "cap and trade" approach to moving towards Kyoto targets, which for the EU, requires greenhouse emissions to get to 92% of 1990 levels by the end of this decade.

As announced on July 23rd 2003, the European Commission has formally adopted a market structure for a "cap and trade system" for carbon dioxide emissions that will begin operations at the start of 2005. Under the EU emissions trading scheme the EU member states will set limits on carbon dioxide emissions from energy intensive companies by issuing allowances for the amount of gas each is allowed to emit. The total number of allowances will reduce each year until the final target is reached. This list of companies includes approximately 10,000 companies accounting for about half of the EU's cabon dioxide emissions and encompasses the following industries: steel, power generation, oil, paper, glass and cement.

A company that is able to lower its emissions at relatively low cost, may sell its excess allowances and hence, the argument goes, the emissions market will act as a catalyst towards finding lowest cost emissions reduction solutions. Other companies that have difficulty meeting their targets inexpensively can buy these excess credits in the market, at whatever the prevailing market price is. In effect then, they are providing the financing to the seller of the credits for the seller's emissions reductions efforts, since this was cheaper than reducing emissions in their own operations. And, if companies decide to neither meet their targets nor buy credits in the market to offset their excess, they will have to pay large fines to the government, well in excess of the market price of credits. Hence the incentives are there for companies to either comply or buy credits, thus ensuring that the total amount of emissions will remain below the target.

This method of allowing the market to cut emissions quickly where it is cheapest and easiest to do will presumably have the least detrimental effect on the health of the economy, an issue largely driving the US "flat-earth believer" approach to man-made climate change.

Insert: CO2e.com Interview
 
4. A Market Miracle?

It does seem like some kind of miracle that a bunch of 25 countries as diverse as the European Union and who were at war with each other not so long ago, could unite over a proposal that is bound to bring some shocks to their local economies. Even the European environmental community seems fairly pleased with the EU's approach to global warming.  But, like all such complex agreements involving so many and varied parties and lots of different political interests, this one is not without controversy or room for abuse.

During the discussions leading up to the 1997 Kyoto Protocol, some of the most controversial provisions had to do with the ways in which companies and/or countries could accumulate excess greenhouse gas credits other than by cutting emissions below their target level. Some of these so-called "Kyoto Mechanisms" included:

-    Creating "Carbon Sinks": Such as planting new forests, or even certain types of timber farming
-    Joint Implementation Projects: Which means funding emission reductions projects in other industrialized nations
-    Clean Development Mechanisms: Which means funding "clean energy" projects in developing nations.

Many people fear that credit accumulation or emissions offsets gained under these methods may be the most wide open for abuse and therefore may not bring about real change in the battle to stem the release of greenhouse gases into the atmosphere.

The recently approved EU Emissions Trading Scheme, set to begin trading in 2005 did not provide for these Kyoto Mechanisms.

However, a recent Directive proposes an amendment allowing two of these mechanisms - Joint Implementation and Clean Development Mechanism Projects in other countries - as methods to accumulate carbon emissions credits. Climate Action Network in Brussels discusses their concerns about these mechanims:

Insert: Climate Action Network

Nevertheless, these developments in Europe have really made the EU the world leader in trying to stem man-made contributions to climate change, and without these efforts it is possible that the Kyoto process would have collapsed after the US took its sabbatical to study the Knights of the Round Table.

5. English Ambitions


Even though they will be able to participate in the EU emissions markets, in 2002 the United Kingdom set up the first national emissions market of its own, similar to the EU "cap and trade" mechanism. The UK actually plans to significantly exceed, or do better than, its Kyoto targets by the end of the decade and they have gone further than just capping, trading and fining violators.

In 2001 the British government imposed a Climate Change Levy in the form of a tax on business use of fossil fuel based energy sources. Relief on this tax can be gained by meeting certain targets in the emissions trading program.

Insert: CO2e.com Director

6. Tree Farms and Cow Farts "Down Under"

Different countries face very different challenges in meeting their Kyoto targets. For less populated and more agricultural-dependent countries like Australia and New Zealand, carbon dioxide emissions from fossil fuel use are not the main problem areas.

Though one doesn't like to talk about these things in polite company, believe it or not, cow and sheep burps and farts are a much bigger problem! Cattle and sheep grazing and their subsequent emissions of smelly gases as by-products of the digestive process, contribute an abundance of the most potent of the greenhouse gases - methane. In fact, farm animal farts and burps account for about one half of all greenhouse gas emissions in New Zealand.

Unlike its less cooperative neighbor Australia, the country of New Zealand has ratified the Kyoto Protocol and had to do something about these smelly air bubbles. In a move that was far less socially acceptable than either the pops themselves or Britain's Climate Change Levy, the New Zealand government took the drastic step of taxing farmers for the natural bodily functions of their farm stock - they introduced the world's first tax on farting! A farmer's rebellion got underway immediately and it is unclear what will happen next.

Insert: Cow Farts and Burps (maybe)

Across the Tasman pond, Australia has some similar problems, but more broadly faces the reality that greenhouse emissions have increased over the last decade primarily due to land use changes, including deforestation and agricultural practices. As forest land is cleared and burned to make way for agricultural and other uses, and under certain types of agricultural practices, much carbon that was stored in plants and soils is released back into the atmosphere.

This feature of Australia's greenhouse gas profile appeared to be partly responsible for a flurry of activity witnessed at the Sydney Futures Exchange in the late 1990s as Australia was about to develop the world's first derivatives market for carbon credits. Working with the State of New South Wales Forestry Department and also closely with the forest investment divisions of global financial institutions such as the US-based John Hancock Insurance Company, the stage was set for the first international market in carbon futures, backed by the trees in new and growing forests in Australia.

These carbon-based instruments were to be based on the quite controversial provision in the Kyoto Protocol whereby "Carbon Sinks" such as certain forests and forest management practices, can be used to accumulate credits in carbon emissions trading programs. However, this world-first futures market collapsed by the year 2000, mainly due to the controversial nature and uncertainties surrounding the definition of Kyoto Forests and Carbon Sinks. It also didn’t help matters that Australia failed to ratify the Kyoto Protocol. 

7. Back to the Dark Ages to See What the US is Up To

In the final week of July 2003, while the EU was busy putting its final touches on the world's first international carbon emissions market, certain high profile leaders in the US were continuing to emphasize the importance of the climate of the middle ages and labeling the pro-Kyoto team as "environmental extremists".

Perhaps the man most enamoured with the Dark Ages, is one Senator James Inhofe, a Republican Senator from Oklahoma. He Chairs the Environmental and Public Works Committee. He spoke on the Senate floor on Monday, July 28th, 2003 and here is some of what he had to say:

Inhofe on Senate floor

Later he had some extra words of wisdom about this big UN Conspiracy to share with CSPAN.

Insert: Inhofe on C-SPAN

Senator Inhofe is primarily funded by energy companies.

In his efforts to bring ocean views to his inland voters, President Bush ignores the absolute cuts in greenhouse gases mandated by the Kyoto Protocol and has instead produced his own definitions of what it means to cut greenhouse emissions.

Insert: Bush on GHG

8. The Pivotal Role of Russia

The Kyoto Protocol will become official international law when the emissions levels of countries that have ratified the protocol amount to at least 55% of total emissions from the developed world. To date the countries that have ratified Kyoto including all members of the EU, Canada and Japan account for about 44% of these total emissions. The US would add another 36% and Russia alone would add 17%. Hence, while the US continues to avoid the Protocol, only Russia's ratification can bring it into effect.

Now, Kyoto targets are based on 1990 greenhouse gas emission levels, and this benchmark year is the year before the collapse of the Soviet Union. The subsequent economic collapse in this region has meant that, today, Russia's emission levels are actually about 30% lower than its Kyoto targets.

By ratifying Kyoto, the Protocol would become International Law and Russia would then be able to start making money by trading its excess emission allowances on the new international carbon markets. Many people view this as a sufficient incentive for Russia to ratify the protocol. However they had been counting on US companies to be among the buyers in the markets, to help push up the prices of these credits. And these buyers won't be there. Furthermore, it is possible that Russia may make its ratification of the Protocol contingent upon entry into the World Trade Organization. So some very interesting dynamics are playing out between the US, Russia and the EU on these critical issues over the next few months.

9. Stuffing Your Wastes Under the Ground

If the investigations of the warm temperatures in the Dark Ages bear no fruit, the US has at least a Plan B and a Plan C. As the EU was announcing its implementation of the world's first International Carbon Markets, the Bush Administration on July 25, 2003 ("Wall Street Journal") announced a new $100 million climate change research plan. This project will deploy satellites and other technology to primarily study natural causes of climate change, particularly the role of clouds.

If this fails to prove that global warming is all Mother Nature's fault, well, there is one more thing you can do without having to cut down on fossil fuels - and that's to bury the extra greenhouse gases. A collection of countries, led by the US and Australia, are cooperating on finding ways to sweep our extra greenhouse gases under the proverbial rug.
   
You can expect to hear a lot more about this solution to global warming in the coming months and years.

Insert: APCRC

10. Will the US be Left Out of Emerging Financial and Energy Markets?

As the carbon markets emerge in other countries, you can expect to see the US-based investment banks and brokers getting involved, despite the fact that the US is not a signatory to the Kyoto Protocol. You can also expect some rumbles from multi-national companies based in Europe that also do a lot of business in the US. Furthermore, the companies that have to start complying with the European rules and who are spending money to comply, will be able to green-wash their image with some legitimacy. This, in conjunction with growing shareholder activism on climate change in the US may apply significant pressure for change in this country.

It is likely that even US based companies across the financial, energy, and other sectors will be significantly impacted by the Kyoto Protocol, even without ratification by the US. There may also be a concern from many companies that they are missing out on opportunities in new markets, such as the carbon markets and new energy markets, because the US is not a party to the agreement.

Perhaps the US may end up stuck in the Dark Ages after all, if the rest of the world moves ahead quickly without it.

That's all for Wizards of Money Part 21. Wizards of Money has a web site at www.wizardsofmoney.org where you can get the text and references of all episodes.