Investment Insights. Stay Ahead.

Capitalizing on Carbon Credits with Justin Cochrane

Today, you’ll hear from Justin Cochrane, Director and CEO of Carbon Streaming Corp. Carbon Streaming invests in carbon offset projects in return for a stream of future carbon credits.

Justin has built his career on financing companies through the streaming and royalty model. Now, he is applying the model it to the world of carbon credits. He and his team have raised over $140 million to invest in carbon projects that will yield carbon credits in the future.

As we already know, climate change is widespread, rapid, and intensifying. There is significant and immediate capital needed to achieve climate goals. One of the ways to do this is by putting a price on carbon emissions and incentivizing offeseting emissions with carbon credits. Individuals, corporations, and institutions use them to offset their emissions.

Putting a price on carbon is the future. If we are serious about our Paris Agreement goals and limiting global warming to one and a half, two degrees, there is broad recognition across the investment community now that putting a price on carbon is the only way to get there. — Justin Cochrane [0:08:06]

Carbon credits are a key instrument needed in order for corporations to achieve carbon neutral and net-zero climate goals.

It’s [about] creating this common set of principles and an agreed approach [so that] buyers can have confidence that they are buying something that has been independently reviewed and is valuable all over the world because the standard would be the same. — Justin Cochrane [0:25:06]

KEY POINTS FROM THIS EPISODE:

  • What sparked his interest in the royalty and streaming model and, carbon credits.
  • Addressing the lack of familiarity with carbon markets in the investment community.
  • A look at Justin and Carbon Streaming’s strategic approach to the ‘educational pitch’.
  • Why financing a company like this is not an event; it’s a process.
  • A better understanding of the carbon industry.
  • The difference between the voluntary and regulated markets.
  • Investment opportunities presented by the Pan-Canadian Approach to Pricing Carbon Pollution.
  • Justin walks us through the process of verifying carbon credits via independent audits.
  • High cost technology-based solutions versus lower-cost nature-based solutions.
  • How large companies can balance their portfolio of carbon credits
  • Why Justin believes companies will offer consumers the option to buy carbon-neutral goods.
  • Ways in which the pandemic increased public awareness of climate change.
  • The staggering amount of capital needed to achieve climate goals.
  • Factoring for risk when it comes to investing in carbon projects.

Disclaimer

The Oregon Group has full editorial control over all content published on this website and the author has not been compensated or remunerated by any person to provide content for The Oregon Group, and all statements and expressions herein are the sole opinion of The Oregon Group. However, from time to time, The Oregon Group and its directors, officers, partners, employees, authors, or members of their families, as well as persons who are interviewed for articles on this website, may have a long or short position in securities or commodities mentioned and may make purchases and/or sales of those securities or commodities in the open market or otherwise. By accessing and using this website, readers are cautioned to assume that each of the foregoing persons may have a financial interest in all companies and sectors mentioned on this website. Any projections, market outlooks or estimates herein are forward looking statements and are inherently unreliable., and any such statements are based upon certain assumptions and should not be construed to be indicative of the actual events that will occur.  Other events that were not taken into account may occur and may significantly affect the returns or performance of the securities or commodities discussed herein. The information provided herein is based on matters as they exist as of the date of preparation and not as of any future date, and The Oregon Group undertakes no obligation to correct, update or revise the information in this document or to otherwise provide any additional material. The information provided on this website is for informational purposes only and is not, directly or indirectly, an offer, solicitation of an offer and/or a recommendation to buy or sell any security or commodity, and the information provided on this website should not be construed as any advice or an opinion as to the price at which the securities of any company or commodity may trade at any time. The Oregon Group is a publisher of financial information, not an investment advisor.  We do not provide personalized or individualized investment advice or information that is tailored to the needs of any particular recipient, and the information provided on this website is not and should not be construed as personal, financial, investment or professional advice. Readers are cautioned to always do their own research and review of publicly available information and to consult their professional and registered advisors before purchasing or selling any securities or commodities and should not rely on the information contained herein. Neither The Oregon Group nor any of its affiliates accepts any liability whatsoever for any direct or consequential loss howsoever arising, directly or indirectly, from any use of the information contained herein. By using the Site or any affiliated social media account, you are indicating your consent and agreement to this disclaimer and our terms of use. Unauthorized reproduction of this newsletter or its contents by photocopy, facsimile or any other means is illegal and punishable by law.

Share this article

about the author

Justin Cochrane

Justin Cochrane

Justin Cochrane has over twenty years of financing and investment experience and has raised, negotiated, structured and executed over $2 billion of financing contracts around the globe.

Tags

Subscribe for the macro, so you can invest in the micro

Subscribe and get today’s market and industry trends delivered to you in real-time.

SUBSCRIBE FOR INVESTMENT INSIGHTS

Welcome to The Oregon Group, an investment research team founded by independent capital markets experts, Anthony Milewski and Justin Cochrane.

Anthony, Justin and their team, are now sharing their boardroom expertise, institutional experience and analysis from our global network, to help you profit and hedge your investment exposure during this time of unmissable opportunity.

Subscribe and get today’s market and industry trends delivered to you in real-time.

Members only

Our invite only, members area with exclusive industry updates and commentary is coming soon. Submit your name and email below to join the waiting list.