Carbonaires: Carbon credits, policy and AI

Carbonaires: Carbon credits, policy and AICarbonaires: Carbon credits, policy and AI

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Reflections from Energy Tech Summit 2026 at the Euskalduna Conference Centre in Bilbao (15–16 April 2026). 1,400+ senior attendees from KKR, BlackRock, Shell, Microsoft, NVIDIA, Iberdrola and more set out how the energy infrastructure build-out has fully absorbed the carbon question — and what that means for high-integrity carbon removal demand, the “last 20%” problem and compute-linked credit models.

AI Infrastructure is Becoming an Energy Story: Carbon Markets Should Pay Attention
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AI Infrastructure, Energy and the Carbon Market Opportunity: Key Takeaways from the Barclays NextGen Energy Conference 2026

Key takeaways from the Barclays NextGen Energy Conference 2026 in New York (14 April 2026). AI infrastructure is now an energy, grid, resilience and carbon market story — and hyperscaler demand for credible, durable, high-integrity carbon solutions is set to grow as compute investment accelerates.

Superpollutants: the fastest lever on near-term warming
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Superpollutants: the fastest lever on near-term warming

Superpollutants — methane, HFCs, nitrous oxide and other non-CO2 climate pollutants — are responsible for roughly half of the warming experienced today, and abating them is now seen as the fastest available lever on temperature this decade. With Google making its first move into the market and superpollutant categories the first through the ICVCM gate, CCP-labelled credits rated among the market’s highest quality are now available at a fraction of removal prices.

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