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The Carbon Credit Movement – how investors can take advantage of the new ESG currency

“Coin of the realm” is a term that describes whatever is valued as money in a particular sphere. In the EU it’s the euro, on the dark web it’s bitcoin, in politics it’s power.  

In the ESG world, the coin of the realm is the carbon credit, a unit that represents 1 metric ton of carbon dioxide. If you are a farmer planting crops that will absorb 10 tons of CO2, you can have this verified by an independent third party and you’ll be able to sell 10 carbon credits at the prevailing market price. If you own a coal-fired power plant emitting 10 tons of CO2, you may need to buy those 10 carbon credits to remain in compliance.  

Compliance in the carbon world is enforced by both a carrot and a stick. The stick is administered by regulators who monitor carbon emissions and fine bad actors. Increasingly, a stick is also wielded by institutional investors, who are leaning on their portfolio companies to adopt climate change measures. This is the mission of the Net Zero Asset Managers Initiative, which includes Blackrock, AXA, Wellington and 27 other managers representing $9 trillion.   

On the carrot side of compliance, individuals and companies are voluntarily buying carbon credits for various reasons. Some do it for PR value, some are speculators, and some are genuinely trying to save the world. 

Why should you care? Because the carbon credit market, which evolved in fits and starts over the past 15 years, is now growing exponentially. Today carbon trading frameworks (also called cap and trade programs) exist in the EU, China, California, parts of Canada, and a consortium of 11 states between Virgina and Maine that is called the RGGI (Regional Greenhouse Gas Initiative).  

The numbers are a wake-up call. Carbon credits grew 164% in 2021, to a notional value of $851 billion. According to Earth.org, the market is projected to grow 30X by 2030 and 100x by 2050. If these projections are correct, by 2030 the carbon credit market will be equal in size to the NASDAQ stock market. 

And while the growth stats are notable, the numbers that really catch the eye are performance-oriented: in 2021, the IHS Market Global Carbon Index was +108%, the EU market alone was +138%, and the California market was the laggard at +73%.  

What is driving these eye-popping returns? A big part of it is growing awareness, but more important are the structural features of carbon trading markets. Each market is set up so the annual cap on carbon emissions declines every year, and the minimum price per carbon credit rises every year. Remarkably, this means that growing demand and higher prices are baked into each program.  

How can we participate in this unique market? The simplest way is to buy ETFs that own carbon credits. These provide the benefit of diversification, which is especially important in early-stage markets. A brief list to investigate includes: GRN, KCCA, KEUA, KRBN, CRBN.  

A second option is to buy shares in a carbon streaming company. These look like their cousins in the mining world, except they fund projects that will absorb CO2 in exchange for some or all of the future carbon credit revenue. There are several of these in the works, but at this point only one, Carbon Streaming Corporation (NEO: NETZ | OTCQB: OFSTF) is actively trading.  

A final trading option is the futures market, where the ICE and CME both offer carbon trading contracts.   

While many don’t yet realize it, carbon credits are set to become a central fact of life in the new green economy. Larry Fink, the CEO of Blackrock, recently speculated that “the next 1000 unicorns will be those that help the world decarbonize and make the energy transition affordable for all consumers.” Many of those unicorns will be focused on carbon credits, the coin of the realm in ESG.  




Justin Cochrane on Carbon Streaming’s carbon credit streams and investment pipeline and uplisting to NASDAQ

In a recent InvestorIntel interview, Tracy Weslosky spoke with Justin Cochrane about Carbon Streaming Corporation’s (NEO: NETZ | OTCQB: OFSTF) focus on acquiring its high-quality portfolio of carbon credit streams and investments. Expanding on their 2022 strategic objectives, Justin touches on Carbon Streaming’s $200 million near-term potential pipeline of opportunities over the next 12-months “out of a total pipeline of $700 million.”

In this InvestorIntel interview, which may also be viewed on the InvestorIntel YouTube channel (click here to subscribe), Justin highlights plans to list Carbon Streaming on NASDAQ. Highlighting the growing interest in ESG directed investments, an increased focus on companies to reduce their carbon footprint, Justin explains how Carbon Streaming invests capital through carbon credit streaming arrangements with project developers and owners to accelerate the creation of carbon offset projects by bringing capital to projects that might not otherwise be developed.

To watch the full interview, click here

About Carbon Streaming Corporation:

Carbon Streaming is a unique ESG principled company offering investors exposure to carbon credits, a key instrument used by both governments and corporations to achieve their carbon neutral and net-zero climate goals. Our business model is focused on acquiring, managing and growing a high-quality and diversified portfolio of investments in projects and/or companies that generate or are actively involved, directly or indirectly, with voluntary and/or compliance carbon credits.

The Company invests capital through carbon credit streaming arrangements with project developers and owners to accelerate the creation of carbon offset projects by bringing capital to projects that might not otherwise be developed. Many of these projects will have significant social and economic co-benefits in addition to their carbon reduction or removal potential.

To learn more about Carbon Streaming Corporation, click here

Disclaimer: Carbon Streaming Corporation is an advertorial member of InvestorIntel Corp.

This interview, which was produced by InvestorIntel Corp. (IIC) does not contain, nor does it purport to contain, a summary of all the material information concerning the “Company” being interviewed. IIC offers no representations or warranties that any of the information contained in this interview is accurate or complete.

This presentation may contain“forward-looking statements” within the meaning of applicable Canadian securities legislation. Forward-looking statements are based on the opinions and assumptions of the management of the Company as of the date made. They are inherently susceptible to uncertainty and other factors that could cause actual events/results to differ materially from these forward-looking statements. Additional risks and uncertainties, including those that the Company does not know about now or that it currently deems immaterial, may also adversely affect the Company’s business or any investment therein.

Any projections given are principally intended for use as objectives and are not intended, and should not be taken,  as assurances that the projected results will be obtained by the Company. The assumptions used may not prove to be accurate and a potential decline in the Company’s financial condition or results of operations may negatively impact the value of its securities. Prospective investors are urged to review the Company’s profile on Sedar.com and to carry out independent investigations in order to determine their interest in investing in the Company.

If you have any questions surrounding the content of this interview, please contact us at +1 416 792 8228 and/or email us direct at info@investorintel.com.




Carbon Streaming looks set for long term revenue growth from trading carbon credits and pursues a listing on a major exchange

The carbon credits market has been doing very well the past year. The world’s first and largest market for trading carbon credits is the European Union Emissions Trading System (EU ETS). Under the EU ETS, regulated entities buy or receive emissions allowances, which they can trade with one another as needed. The EU ETS works on the ‘cap and trade’ principle as you can read here. The key is that emitters can purchase carbon credits and if they exceed their emissions caps they are fined heavily. Meanwhile, companies that reduce carbon emissions (renewable energy, forestry etc) can earn money by selling their carbon credits. The idea is that by placing a cost on carbon it helps motivate emitters to reduce emissions.

Reports have indicated that a carbon price in excess of US$100/t may be needed by 2030 in order to stay below the temperature goals contained in the Paris Agreement.

Today’s company aims to accelerate the world’s transition to a net-zero carbon future by bringing capital to projects that might not otherwise be developed. In return for the capital, the company receives their carbon credits.

EU Carbon permits prices have risen 162% over the past year

EU Carbon permits 1 year price chart

Source: Trading Economics

Note: Carbon credit pricing varies globally and by market. In the voluntary market prices are closer to only an average of US$12/t CO2e as of December 2021.

Carbon Streaming Corporation (NEO: NETZ | OTCQB: OFSTF) offers a way for investors to invest into the growth of the carbon credit market. It acts as an investment vehicle, purchasing carbon credit revenue streams in return for an upfront payment. If the value of the carbon credits goes up or can be sold later at a profit then the stream becomes more valuable, thereby potentially boosting the value of the carbon streaming acquirer. Revenues and profits will also depend on quality and return on investment of the streaming deals that are made.

Carbon Streaming currently has a portfolio of 3 to 4 global carbon credits projects which are:

  • Rimba Raya (Borneo, Indonesia)
  • MarVivo Blue Carbon (Baja California Sur, Mexico)
  • Cerrado Biome (Cerrado, Brazil)
  • Bonobo Peace Forest (DRC, Africa) – Subject to FS results.

Carbon Streaming Corp.’s current portfolio of 3 to 4 carbon credit projects

Source: Carbon Streaming Corporation company presentation

Note: Carbon Streaming Corporation has only made an initial investment in the Bonobo Peace Forest, which will be directed to prepare Feasibility Studies and establish initial project activities. Hence why the chart says “3 to 4” projects.

Catalysts and strategy in 2022 for Carbon Streaming Corporation

In 2022 Carbon Streaming intend to achieve the following:

  • Acquiring additional carbon credit stream and royalty investments to grow the portfolio. The Company has a pipeline of potential opportunities of $200 million near term (<12 months), out of a total pipeline of $700 million.
  • Achieving revenue from the sale of carbon credits (see image below).
  • Executing on a US listing on a major U.S. stock exchange, targeted within H1, 2022.

2022 estimated carbon credits to be received by Carbon Streaming Corporation from Rimba Raya and Cerrado Biome

Source: Carbon Streaming news release January 18, 2022

CEO Justin Cochrane stated in January 2022: “Moving into 2022, we anticipate the delivery of approximately 7.0 million carbon credits from our existing stream investments, announcing new carbon project investments around the globe and deepening relationships with our growing community of carbon project developers. We will continue to invest in building the best team in the carbon markets industry and progressing our plans for a proposed U.S. Listing.”

Note: Bold emphasis by the author. Also, the “attributable credits” to Carbon Streaming Corp. are quoted in the table above as 5 to 5.6 million.

Closing remarks

Carbon Streaming Corporation offers investors a growing portfolio (currently 3 to 4 projects) of carbon credit streams for ongoing revenue and potential long-term appreciation.

2022 should be a very good year for the Company as they achieve first revenues from about 5 to 5.6 million attributable carbon credits and pursue more project deals and a U.S listing on a major U.S exchange.

Carbon Streaming Corporation trades on a market cap of C$605M after a strong 2021 with their stock moving up from ~C$7.55 a year ago to now trade at C$13.00. Stay tuned in 2022.




Chris Thompson with Justin Cochrane on Carbon Streaming’s first Blue Carbon Credit Project

In a recent InvestorIntel interview, Chris Thompson spoke with Justin Cochrane, Founder, Director and CEO of Carbon Streaming Corporation (NEO: NETZ | OTCQB: OFSTF) about Carbon Streaming’s first blue carbon credit project with MarVivo in Magdalena Bay, Mexico.

In this InvestorIntel interview, which may also be viewed on YouTube (click here to subscribe to the InvestorIntel Channel), Justin explained how the MarVivo Blue Carbon Conservation Project will not only protect mangrove forests but will also protect the marine ecosystem around the mangroves. He went on to provide an update on Carbon Streaming‘s Cerrado Biome Project aimed at protecting native forests and grasslands in the Cerrado biome. Highlighting the strong demand for ESG themed investments, Justin explained how Carbon Streaming is well positioned to benefit from the rising carbon credit prices.

To watch the full interview, click here

About Carbon Streaming Corporation:

Carbon Streaming is a unique ESG principled investment vehicle offering investors exposure to carbon credits, a key instrument used by both governments and corporations to achieve their carbon neutral and net-zero climate goals. Our business model is focused on acquiring, managing and growing a high-quality and diversified portfolio of investments in projects and/or companies that generate or are actively involved, directly or indirectly, with voluntary and/or compliance carbon credits.

The Company invests capital through carbon credit streaming arrangements with project developers and owners to accelerate the creation of carbon offset projects by bringing capital to projects that might not otherwise be developed. Many of these projects will have significant social and economic co-benefits in addition to their carbon reduction or removal potential.

To learn more about Carbon Streaming Corporation, click here

Disclaimer: Carbon Streaming Corporation is an advertorial member of InvestorIntel Corp.

This interview, which was produced by InvestorIntel Corp. (IIC) does not contain, nor does it purport to contain, a summary of all the material information concerning the “Company” being interviewed. IIC offers no representations or warranties that any of the information contained in this interview is accurate or complete.

This presentation may contain“forward-looking statements” within the meaning of applicable Canadian securities legislation. Forward-looking statements are based on the opinions and assumptions of the management of the Company as of the date made. They are inherently susceptible to uncertainty and other factors that could cause actual events/results to differ materially from these forward-looking statements. Additional risks and uncertainties, including those that the Company does not know about now or that it currently deems immaterial, may also adversely affect the Company’s business or any investment therein.

Any projections given are principally intended for use as objectives and are not intended, and should not be taken,  as assurances that the projected results will be obtained by the Company. The assumptions used may not prove to be accurate and a potential decline in the Company’s financial condition or results of operations may negatively impact the value of its securities. Prospective investors are urged to review the Company’s profile on Sedar.com and to carry out independent investigations in order to determine their interest in investing in the Company.

If you have any questions surrounding the content of this interview, please contact us at +1 416 792 8228 and/or email us direct at info@investorintel.com.




Justin Cochrane from Carbon Streaming with Chris Thompson on accessing the capital markets to help fight climate change

In a recent InvestorIntel interview, Chris Thompson spoke with Justin Cochrane, President, CEO and Director of Carbon Streaming Corporation (NEO: NETZ) about the renewed interest in the carbon market and how Carbon Streaming is accessing and leveraging the capital markets to help fight climate change.

In this InvestorIntel interview, which may also be viewed on YouTube (click here to subscribe to the InvestorIntel Channel), Cochrane highlighted the rising carbon credit prices driven by global warming and climate change awareness and added that Carbon Streaming Corporation invests directly into carbon projects around the world, which are either removing carbon from the atmosphere or avoiding the emission of carbon into the atmosphere in exchange for the carbon credits that they’re generating. Justin also provided an update on Carbon Streaming’s recent private placement which had participants from 78 different countries.

To watch the full interview, click here

About Carbon Streaming Corporation:

Carbon Streaming is a unique ESG principled investment vehicle offering investors exposure to the carbon credits market, a key instrument used by both governments and corporations to achieve their carbon neutral and net-zero climate goals. The company’s business model is focused on acquiring, managing and growing a high-quality and diversified portfolio of investments in projects and/or companies that generate or are actively involved, directly or indirectly, with voluntary, and/or compliance, carbon credits.

The Company invests capital through carbon credit streaming arrangements with project developers and owners to accelerate the creation of carbon offset projects by bringing capital to projects that might not otherwise be developed. Many of these projects will have significant social and economic co-benefits in addition to their carbon reduction or removal potential.

To learn more about Carbon Streaming Corporation, click here

Disclaimer: Carbon Streaming Corporation is an advertorial member of InvestorIntel Corp.

This interview, which was produced by InvestorIntel Corp. (IIC) does not contain, nor does it purport to contain, a summary of all the material information concerning the “Company” being interviewed. IIC offers no representations or warranties that any of the information contained in this interview is accurate or complete.

This presentation may contain“forward-looking statements” within the meaning of applicable Canadian securities legislation. Forward-looking statements are based on the opinions and assumptions of management of the Company as of the date made. They are inherently susceptible to uncertainty and other factors that could cause actual events/results to differ materially from these forward-looking statements. Additional risks and uncertainties, including those that the Company does not know about now or that it currently deems immaterial, may also adversely affect the Company’s business or any investment therein.

Any projections given are principally intended for use as objectives and are not intended, and should not be taken,  as assurances that the projected results will be obtained by the Company. The assumptions used may not prove to be accurate and a potential decline in the Company’s financial condition or results of operations may negatively impact the value of its securities. Prospective investors are urged to review the Company’s profile on Sedar.com and to carry out independent investigations in order to determine their interest in investing in the Company.

If you have any questions surrounding the content of this interview, please email info@investorintel.com.




Carbon Streaming’s Justin Cochrane on offering ESG investors exposure to the carbon credit market

In a recent InvestorIntel interview, Tracy Weslosky speaks with Justin Cochrane, President, CEO and Director of Carbon Streaming Corporation (OTC: MXVDF) about the carbon credit market and accelerating global initiatives to reduce emissions of greenhouse gases.

In this InvestorIntel interview, which may also be viewed on YouTube (click here to subscribe to the InvestorIntel Channel), Justin went on to explain how the carbon credit market works and how “Carbon Streaming is taking a proven business model in royalty and stream financing and applying it to the carbon credit world.” With almost half of S&P 500s pricing carbon into their investment decisions, Justin said that carbon credit is a key part of the future. He added that Carbon Streaming invests to accelerate the development of carbon credit projects around the world. With Osisko Gold Royalties Ltd. (NYSE: OR | TSX: OR) as one of the largest shareholders, Justin said that Carbon Streaming is one of the few public companies focused on carbon space providing ESG investors exposure to the carbon market.

To watch the full interview, click here

About Carbon Streaming Corporation:

Carbon Streaming Corporation is a unique ESG principled investment vehicle offering investors exposure to carbon credits, a key instrument used by both governments and corporations to achieve their carbon neutral and net-zero climate goals. The Company intends to invest capital through carbon credit streaming arrangements with project developers and owners to accelerate the creation of carbon offset projects by bringing capital to projects that might not otherwise be developed. Many of these projects will have significant social and economic co-benefits in addition to their carbon reduction or removal potential.

To learn more about Carbon Streaming Corporation, click here

Disclaimer: Carbon Streaming Corporation is an advertorial member of InvestorIntel Corp.

This interview, which was produced by InvestorIntel Corp. (IIC) does not contain, nor does it purport to contain, a summary of all the material information concerning the Company” being interviewed. IIC offers no representations or warranties that any of the information contained in this interview is accurate or complete. 

This presentation may contain “forward-looking statements” within the meaning of applicable Canadian securities legislation.  Forward-looking statements are based on the opinions and assumptions of management of the Company as of the date made. They are inherently susceptible to uncertainty and other factors that could cause actual events/results to differ materially from these forward-looking statements. Additional risks and uncertainties, including those that the Company does not know about now or that it currently deems immaterial, may also adversely affect the Company’s business or any investment therein.

Any projections given are principally intended for use as objectives and are not intended, and should not be taken,  as assurances that the projected results will be obtained by the Company. The assumptions used may not prove to be accurate and a potential decline in the Company’s financial condition or results of operations may negatively impact the value of its securities. Prospective investors are urged to review the Company’s profile on Sedar.com and to carry out independent investigations in order to determine their interest in investing in the Company.

If you have any questions surrounding the content of this interview, please email info@investorintel.com.