Poland is pushing the EU to allow bigger imports of cheaper international carbon credits under a proposed 90% emissions reduction target for 2040, arguing that currently projected levels won’t be enough to avoid price shocks https://t.co/9ayxyEErih ...

Core Insights - Vaisala, a leading measurement technology firm, is expanding its greenhouse gas measurement business through the acquisition of Quanterra Systems Ltd, which specializes in atmospheric monitoring of CO2 fluxes [4][6] - The acquisition marks the official launch of Vaisala's New Climate Business, aimed at enhancing transparency and scientific proof in climate initiatives [5][10] Company Overview - Quanterra, founded in 2021 as a spin-out from the University of Exeter, generated over GBP 1.2 million in revenue in 2024 and is EBITDA positive, employing 14 people [9] - The company provides site-specific atmospheric carbon monitoring services, utilizing networks of measurement towers to monitor carbon, water, and energy flows [7][8] Market Context - The climate initiatives sector is facing challenges with public trust due to greenwashing, with a meta-study indicating that over 80% of voluntary-market carbon credits deliver less climate benefit than advertised [5] - Reliable on-site data from Quanterra can support the generation of high-quality carbon credits, creating new revenue streams for agricultural operators and managed nature assets [8] Strategic Importance - Vaisala's acquisition of Quanterra is expected to accelerate business growth and enhance service affordability in regions like Australia, South America, and Asia [11] - The integration of Vaisala's advanced sensors and measurement technology is anticipated to strengthen Quanterra's offerings in carbon flux monitoring [12][13] Future Outlook - The New Climate Business team at Vaisala aims to expand its greenhouse gas measurement capabilities, emphasizing the need for verified carbon sinks alongside emission reductions to combat climate change [10][14]

Financial Data and Key Metrics Changes - Gorilla Technology Group reported revenue of approximately €39,300,000 for H1 2025, representing a year-on-year increase of over 90% [4][10] - The company reduced its debt to $18,100,000 and improved liquidity with approximately $26,100,000 in cash, along with an additional $105,000,000 raised through equity in July [5][14] - Adjusted EBITDA and adjusted net income were both approximately €5,700,000, indicating a focus on profitability alongside revenue growth [7] Business Line Data and Key Metrics Changes - The company signed three new projects in the last thirty days, including two in Taiwan and one in the UK, which are expected to strengthen the long-term recurring revenue base [6][8] - The gross margin for the first half was in the low 30s, influenced by a mix of revenue sources, but the company maintains a full-year forecast for gross margins in the 40% range [10][11] Market Data and Key Metrics Changes - The revenue drivers in the first half were primarily from projects in the Middle East and Taiwan, with expectations for continued revenue from these regions in the second half [31] - The backlog at the beginning of the year was $93,000,000, with $39,000,000 delivered, leaving a remaining backlog of approximately $59,000,000 [20] Company Strategy and Development Direction - The company is transitioning from a seasonal, milestone-heavy revenue model to long-term, multi-year contracts that provide steady revenue streams [8][68] - Future funding strategies will prioritize project-level funding and debt, with a focus on minimizing dilution while maximizing growth [24][57] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining guidance for 2025 with expected revenue between $100,000,000 and $110,000,000 and targeting EBITDA margins of over 20% [21][22] - The company is actively engaged in negotiations for significant projects, including the Smart School program in Thailand, which has expanded in scope [43][44] Other Important Information - The company is working on the One Amazon project, with significant milestones set for September and November 2025, including a showcase at the New York Climate Week [38][41] - The company is also pursuing M&A opportunities in India and the United States, with a focus on strategic growth [57][58] Q&A Session Summary Question: What were the main revenue drivers in the first half and expectations for the second half? - The main revenue drivers were projects in the Middle East and Taiwan, with expectations for continued revenue from Taiwan, Thailand, and the Middle East in the second half [31][32] Question: Can you provide an update on the One Amazon project? - The project is progressing well, with milestones set for a showcase in September 2025 and tokenization completion in November 2025 [38][39] Question: What is the status of the Smart School program in Thailand? - The project is in deep negotiations with the government, and its scope has expanded to include smart cloud infrastructure and AI database integration [43][44] Question: Can you provide an update on large MOUs and contract signing progress? - The Wanhai Port and ADE projects are in the MOU phase, with the Wanhai project set to deploy AI logistics solutions soon [48][50] Question: What are the primary uses of the capital raised? - The capital raised will support large projects and ensure the company can meet ambitious targets without being hamstrung by cash constraints [56][57]

Environmental Impact & Awareness - Every action, meal, and purchase has a hidden carbon cost, emphasizing the need to understand our personal role in the climate crisis [1] - Developed nations have a 10 times larger carbon footprint compared to developing nations due to comfort, consumerism, and convenience [3] - Humans, representing 001% of life on Earth, are responsible for 80% of wild mammal extinction and 50% of plant species loss [4] - Pollution silences birds, marine life is entangled in plastic, and forests are depleted, displacing millions of species [5] Carbon Footprint Measurement & Management - AI-powered tools provide standardized benchmarks and real-time data for calculating individual carbon footprints [6] - Measuring carbon footprint transforms sustainability from an abstract concept to a tangible goal [6] - Small behavioral shifts like sustainable commuting, mindful consumption, and energy-efficient appliances can significantly lower emissions [7] Carbon Offsets & Sustainability - Carbon credits should be viewed as taking responsibility, not just canceling out emissions [9] - Investing in projects like reforestation, clean energy, and carbon capture can offset unavoidable emissions [10] - Sustainability is about innovation and exploring possibilities through human action and responsibility [11] Collective Action & Transformation - Individual actions create community change, which influences businesses, and ultimately leads to government response [12] - The future is not something to wait for, but something to create through collective action [12]

Carbon Credit & Sustainability - Standard Chartered enters into an agreement with Acre, Brazil, to sell carbon credits [1] - The carbon credits are expected to be generated from protecting a section of the Amazon rainforest over the next five years [1]

Core Viewpoint - Carbon Done Right Developments Inc. has received a cease trade order from the British Columbia Securities Commission due to failure to file required continuous disclosure documents by the deadline [1][2]. Group 1: Cease Trade Order Details - The cease trade order (CTO) prohibits all trading in the company's securities until the required filings are made and the CTO is revoked [2]. - The company aims to resolve the issues causing the delay and expects to file the necessary documents by September 30, 2025 [3]. Group 2: Company Background - Carbon Done Right is a provider of high-quality carbon credits sourced from afforestation and reforestation projects [1]. - The company focuses on nature-based carbon assets to meet the growing demand for carbon credits from companies pursuing Net Zero goals [4]. - It engages in various arrangements with government entities in jurisdictions such as Sierra Leone, Yucatan, Guyana, and Suriname to enhance greenhouse gas sequestration [4]. Group 3: Required Filings - The documents that were not filed include the Annual Audited Financial Statements for the year ended March 31, 2025, Management Discussion & Analysis, and certificates from the CEO and CFO [6].

Carbon Market Development - Bursa Malaysia's Fad'l Mohamed discusses collaboration to establish a common carbon framework for interoperable carbon credits [1] - The discussion focuses on the evolution of the carbon market and emissions trading [1] Sustainability Initiatives - The context is a SustainableBizSummit, indicating a focus on sustainable business practices [1]

Core Viewpoint - Carbon Streaming Corporation has reached settlements regarding disputes related to the Rimba Raya Biodiversity Reserve Project and the MarVivo Blue Carbon Conservation Project, which are expected to positively impact the company's operations and financial standing [1][8]. Rimba Raya Project Settlement - The company has settled disputes with Infinite-Earth Limited and related parties concerning allegations of breach of agreements related to the Rimba Raya Project [2]. - Key terms of the settlement include a payment of US$650,000 and the return of 4,539,180 common shares for cancellation, which will reduce the total outstanding shares to 48,332,053 [5][6]. - The settlement will be implemented within 10 days, and the company continues to pursue damages against Justin Cochrane in a separate court proceeding [3][5]. MarVivo Project Settlement - Carbon Streaming has also settled with Fundación MarVivo México and MarVivo Corporation regarding the MarVivo Project, which includes the abandonment of the project effective September 20, 2024 [8][11]. - The company retains seven-year rights in the MarVivo Project if a MarVivo-affiliated party re-acquires rights to the project [11].

RT Bloomberg Live (@BloombergLive).@Amazon’s Head of Carbon Neutralization Science & Strategy Jamey Mulligan shares how buyers can use carbon credits to drive net-zero progress at #BloombergGreen. https://t.co/6Dy6jq9KNR https://t.co/4w6iR2D7Yh ...

Summary of Key Points from the Conference Call Industry Overview - The focus of the conference call is on the energy sector, particularly the implications of AI on energy demand and the transition to renewable energy sources [7][8][10][13][57]. Core Insights and Arguments 1. **Energy as a National Asset**: Energy production is highlighted as a crucial asset for nations, impacting their economic strength and global status. The US has historically relied on energy production for its industrial and military power [7]. 2. **US Clean Energy Strategy**: There is concern that the US is regressing in its clean energy strategy, particularly in electricity generation, which could have long-term negative effects as electricity demand rises [8][9][10]. 3. **Rising Electricity Demand**: The US Energy Information Administration projects that electricity demand will increase, particularly from the commercial sector, including data centers and manufacturing [8][10]. 4. **Impact of AI on Energy Demand**: AI's growing reliance on electricity is expected to significantly increase energy demand from data centers, potentially tripling their share of US electricity consumption by 2028 [8][57]. 5. **Policy Rollbacks**: Proposed budget rollbacks on tax credits for renewable energy sources and efficiency standards could strain the energy grid and increase electricity prices for consumers [9][10]. 6. **China's Renewable Energy Progress**: In contrast to the US, China is advancing its renewable energy generation, achieving its goals ahead of schedule and reducing carbon emissions as a result [13]. 7. **Diverse Energy Sources Needed**: A multifaceted approach to energy production is necessary, including nuclear, solar, wind, and fossil fuels in the short term, to ensure energy abundance and mitigate climate change impacts [14]. Additional Important Points 1. **Data Center Energy Consumption**: Data centers are projected to consume a significant amount of electricity, with their demand expected to grow faster than other sectors like electric vehicles and appliances [63][65]. 2. **Fossil Fuels vs. Renewables**: While fossil fuels will continue to play a major role in meeting energy demand in the near term, there is optimism about the potential for renewables to meet a substantial portion of future demand [60][62]. 3. **Regional Variations in Demand**: The demand for electricity will vary by region, with growing economies likely to see more demand from appliances and air conditioning than from data centers [65][68]. 4. **Challenges for the Power Grid**: The clustering of data centers near urban areas poses unique challenges for the power grid, potentially leading to increased reliance on fossil fuels and strain on local energy resources [68]. This summary encapsulates the critical discussions and insights from the conference call, emphasizing the intersection of energy policy, AI, and the future of electricity demand.