Emixa Mendix Meetup 11 April 2024 about Mendix Native development
SOCAP10: Jason Scott, EKO Asset Mgmt Partners
1. EKO on Ecosystem Markets:
Road to Somewhere?
Friday, October 1, 2010
2. About EKO
Vision: Put a price on nature’s services that
reflects their true value to preserve them:
clean air, water, biodiversity
Mission: Catalyze institutional strength capital
for projects, firms and funds in ecosystems
markets
Our equity investors:
David Blood, Wolfensohn & Co., Peter Wheeler,
Lord Jacob Rothschild, Sunil Paul, Larry Lunt,
Colin Leduc, KL Felicitas, Richard Kauffman, Ben
Goldsmith, Aimee Christensen and Carter Bales
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Friday, October 1, 2010
8. Size and Growth of Markets
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Ecosystem market sizes in millions of dollars – historical and estimated future
US carbon at $80b in
2012-13 assumes
regulated US carbon
market.
Friday, October 1, 2010
9. Carbon Markets
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Compliance markets
Cap and trade/“Price on carbon”
$144b or 8,625 MtCO2e in 2009
Geographic coverage (mostly EU)
15% Offsets by volume (tons)
Voluntary markets
Value based on “quality” of reductions
$388m or 94 MtCo2e in 2009
Global in supply; demand driven by U.S. and EU
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Friday, October 1, 2010
14. “Green Carbon”
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Forests, agriculture and soil carbon have historically been outside of
regulated carbon markets, although always critical to voluntary markets
Front and center now with development of the US and post-Copenhagen
Forestry carbon already a part of leading pre-compliance US market: CA
Recognition that forestry, soil and agricultural carbon make up 25-30% of global
GHG problem; REDD being one of the few successes of Copenhagen
Ag states and interests have a powerful voice - used it to influence the Waxman-
Markey bill, changing the politics of climate change
Coalition on Agricultural GHG’s (C-AGG) aggregating science and policy
Friday, October 1, 2010
20. AB 32 is 72 policies - all under fire
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Friday, October 1, 2010
21. The campaign to kill AB 32
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DONOR AMOUNT
VALERO $1,550,000
TESORO $625,000
ADAM SMITH FOUNDATION $498,000
OCCIDENTAL PETROLEUM $300,000
HOWARD JARVIS TAXPAYERS $200,002
TOWER ENERGY $200,000
WORLD OIL $200,000
ROBINSON OIL $125,000
NAT'L PETROCHEMICAL $100,000
THE CALIFORNIA TRUCKING $50,000
MURRAY ENERGY $30,000
BERRY PETROLEUM COMPANY $25,000
CAMINOL MANAGEMENT CO. $25,000
BOYETT PETROLEUM $25,000
OTHER DONORS >$10K $93,000
TOTAL $4,046,002
Friday, October 1, 2010
22. 22
In Short...
Three key trends in carbon:
US building a $90b+ carbon market
from scratch
CA regulated market trading already
Strong interest in “Green Carbon”
Other ecosystems pricing need
similar regulatory drivers
Long-term: pricing of
ecosystems and their services
will create more mega-markets
Friday, October 1, 2010
24. Jason Scott
EKO Asset Management
Partners
1350 Avenue of the
Americas, 29th floor
NY, NY 10019
212.974.011
jscott@ekoamp.com
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Friday, October 1, 2010
