#108 : Investing in carbon allowances - with Valentin Lautier
Update: 2025-10-08
Description
What if you could invest in one of the most impactful markets for fighting climate change, while also accessing strong returns?
This week, I sat down with Valentin Lautier, co-founder of Homaio, to dive into the world of carbon allowances.
🔑 Key insights from our conversation:
- Why emissions aren’t properly priced in today’s economic system.
- The difference between carbon credits (voluntary offsets) and carbon allowances (a €800B regulatory market).
- How allowances have delivered 25% average annual returns over the past 10 years.
- Why they behave like a hybrid asset : part commodity, part currency, part equity.
- The role of regulation, risks, and opportunities for investors.
💡 Until recently, this market was off-limits to individual investors. Platforms like Homaio are changing that, making it possible to invest with as little as €1,000.
If you’re curious about sustainable finance, portfolio diversification, or the mechanics of the EU carbon market, this episode is for you.
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