{"podcast":{"title":"Climate Economics with Fexingo: Carbon Pricing, Green Policy, and Sustainability Costs","slug":"climate-economics-with-fexingo-carbon-pricing-green-policy-and-sustainability-costs-7871781","podcast_index_feed_id":7871781,"rss_url":"https://feeds.fexingo.com/business/climate-economics.xml","website_url":"https://www.fexingo.com/","image_url":"https://audio.fexingo.com/business/climate-economics/cover.png","author":"Fexingo","episode_count":119,"summary":"Lucas and Luna break down the real economics behind carbon pricing, green policy, and the hidden costs of sustainability. Each episode examines a specific mechanism — from EU ETS permit prices to the impact of US Inflation Reduction Act subsidies on corporate balance sheets — and traces how these policies ripple through energy markets, manufacturing, and consumer prices. Lucas brings the numbers and institutional context (how the World Bank's carbon pricing dashboard works, what the Social Cost of Carbon actually measures), while Luna pushes for the practical implications: does a €50 carbon tax actually change behavior? What happens when a steel plant in Germany faces both emission costs and Chinese competition? The show serves investors, policy analysts, and business leaders who need to understand climate-related financial risk without the activism or greenwashing. Listeners walk away able to parse a carbon offset market, evaluate a company's net-zero roadmap, and spot the difference between a real price signal and a political slogan. How do you put a number on a ton of carbon — and who pays when that number is wrong? #CarbonPricing #GreenPolicy #SustainabilityCosts #EUETS #Infla…","last_synced_at":"2026-07-19T06:19:03.667812+00:00","page_url":"https://stenobird.com/podcast/climate-economics-with-fexingo-carbon-pricing-green-policy-and-sustainability-costs-7871781"},"episode":{"title":"How Corporate Carbon Budgets Are Reshaping Capital Allocation","slug":"how-corporate-carbon-budgets-are-reshaping-capital-allocation","published_at":"2026-07-13T19:33:01+00:00","page_url":"https://stenobird.com/podcast/climate-economics-with-fexingo-carbon-pricing-green-policy-and-sustainability-costs-7871781/how-corporate-carbon-budgets-are-reshaping-capital-allocation","show_page_url":"https://stenobird.com/podcast/climate-economics-with-fexingo-carbon-pricing-green-policy-and-sustainability-costs-7871781","url":"https://audio.fexingo.com/business/climate-economics/episode-0109.mp3","audio_url":"https://audio.fexingo.com/business/climate-economics/episode-0109.mp3","summary":"Episode 109 of Climate Economics with Fexingo: Lucas and Luna dive into the quiet revolution inside corporate finance departments — how internal carbon budgets are turning into hard capital constraints. Using Microsoft's $15 billion climate innovation fund as the opening case, they explore how companies from oil majors to tech giants are assigning a 'shadow price' to carbon, sometimes over $100 per ton, and how that changes project approval, M&A, and even compensation. Lucas cites data from CDP showing over 2,000 companies now use internal carbon pricing, up from just 150 a decade ago. They discuss the tension between profit and planet, the risk of 'green hushing' as companies stop publicizing goals, and whether this trend could make external carbon pricing redundant. No ads — listener-supported at buy me a coffee dot com slash fexingo. #CarbonBudget #InternalCarbonPrice #ShadowPrice #CapitalAllocation #CorporateFinance #ClimateEconomics #Microsoft #CDP #CarbonPricing #ESG #GreenHushing #SustainabilityCosts #ClimatePolicy #Economics #BusinessPodcast #FexingoBusiness #Podcast #ClimateFinance Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Episode 109 of Climate Economics with Fexingo: Lucas and Luna dive into the quiet revolution inside corporate finance departments — how internal carbon bu…","key_points":[],"chapters":[],"topics":[],"duration_seconds":661,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/climate-economics-with-fexingo-carbon-pricing-green-policy-and-sustainability-costs-7871781/episodes/how-corporate-carbon-budgets-are-reshaping-capital-allocation/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/climate-economics-with-fexingo-carbon-pricing-green-policy-and-sustainability-costs-7871781/how-corporate-carbon-budgets-are-reshaping-capital-allocation.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}