{"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 Net Zero Commitments Are Remaking Corporate Governance","slug":"how-net-zero-commitments-are-remaking-corporate-governance","published_at":"2026-07-02T19:28:37+00:00","page_url":"https://stenobird.com/podcast/climate-economics-with-fexingo-carbon-pricing-green-policy-and-sustainability-costs-7871781/how-net-zero-commitments-are-remaking-corporate-governance","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-0087.mp3","audio_url":"https://audio.fexingo.com/business/climate-economics/episode-0087.mp3","summary":"This episode of Climate Economics with Fexingo examines how corporate net-zero targets are shifting from marketing to legal liability. Lucas and Luna break down the Shell ruling in The Hague, where a Dutch court ordered a 45% emissions cut by 2030, and explore how similar litigation is forcing boards to embed climate risk into fiduciary duty. They discuss the rise of say-on-climate votes, climate competency requirements for directors, and why companies like ExxonMobil are now facing shareholder proposals from both activist investors and Big Three asset managers. The episode also covers the SEC's proposed climate disclosure rule and how it could change boardroom conversations. Specific case studies include the Engine No. 1 proxy fight at Exxon, the appointment of climate-qualified directors at BP and Shell, and the growing trend of board-level climate committees. The hosts argue that net zero is no longer a side project but a governance standard with real consequences for directors' liability insurance and capital allocation decisions. #NetZero #CorporateGovernance #ClimateLiability #ShellRuling #SayOnClimate #FiduciaryDuty #BoardGovernance #ClimateRisk #SECDisclosure #ShareholderActivism #EngineNo1 #ExxonMobil #ClimateDirectors #BP #LiabilityInsurance #Economics #ClimateEconomics #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo","meta_description":"This episode of Climate Economics with Fexingo examines how corporate net-zero targets are shifting from marketing to legal liability. Lucas and Luna brea…","key_points":[],"chapters":[],"topics":[],"duration_seconds":652,"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-net-zero-commitments-are-remaking-corporate-governance/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-net-zero-commitments-are-remaking-corporate-governance.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}