Episodes

  • CBAM 101 - What it is and Why it Matters

    CBAM 101 - What it is and Why it Matters
    Jul 8 2025
    In this episode, we unpack the EU’s Carbon Border Adjustment Mechanism (CBAM) and what it means for South African exporters. We explain how CBAM works, why it’s being implemented, and which local industries are most exposed. We also explore the expected costs, the impact of the South African carbon tax, and why Monitoring, Reporting and Verification (MRV) systems are now essential for exporters to the EU.

    Key points of discussion:
    • What CBAM is and why it matters
    • Sectors and countries most affected
    • Cost impacts for South African exporters
    • How CBAM interacts with the EU’s carbon market (ETS)
    • South Africa’s carbon tax and limited CBAM relief
    • The importance of MRV systems for compliance
    • Recent EU changes to simplify CBAM reporting

    Don’t miss the next episode, where we dive into how South African businesses can prepare for CBAM – and the risks and benefits of doing so.

    Want to keep the conversation going or learn more about what we do?
    📧 Get in touch at info@brundtland.co.za
    📞 Call us on (0)11 44 77 892

    Keen to learn more about CBAM and its impacts? Check out these useful resources:
    • Europe’s Taxation and Customs Union CBAM Questions and Answers at https://bit.ly/407HXNh
    • TIPS’ The European Union’s Carbon Border Adjustment Mechanism and implications for South African exports at https://bit.ly/4kva7t5
    • The Presidential Climate Commission’s Working Paper on Carbon Border Adjustment Mechanisms and Implications for South Africa at https://bit.ly/46uk2LN 🌍 Explore our work · 🔗 Follow us on LinkedIn for updates, insights, and more
    Show more Show less
    16 mins
  • The State of the Carbon Market - Part 2

    The State of the Carbon Market - Part 2
    May 28 2025
    In Part 2 of The State of the Carbon Market, Dumo Shezi and Henk SA dive deeper into the numbers, modelling how carbon credit supply and demand could evolve in South Africa through 2035. They unpack three possible futures for the market, and the where the potential supply gaps may occur, and explore the policy and private sector actions needed to close them.

    Key points of discussion:
    • Forecasting demand and supply for the South Africa Carbon Market
    • Scenario analysis: business as usual, green South Africa, grey South Africa
    • The implications of a supply-demand gap for the market
    • Policy interventions to boost credit generation
    • How the private sector must take bold action in carbon project development

    If you missed Part 1, be sure to go back and listen. And subscribe to Carbon Compass for future episodes exploring carbon markets, policy shifts, and project innovation.

    Want to keep the conversation going or learn more about what we do?
    📧 Get in touch at info@brundtland.co.za
    📞 Call us on (0)11 44 77 892
    🌍 Explore our work at https://www.brundtland.co.za/
    🔗 And follow us on LinkedIn for updates, insights, and more: https://www.linkedin.com/company/brundtland/posts/?feedView=all 🌍 Explore our work · 🔗 Follow us on LinkedIn for updates, insights, and more
    Show more Show less
    18 mins
  • The State of the Carbon Market - Part 1

    The State of the Carbon Market - Part 1
    May 20 2025
    In the first instalment of this two-part series, Emma Reinecke and Henk Sa lay the groundwork for understanding South Africa’s carbon market. They explore what carbon credits are, how the country’s carbon tax works, and the role of the Carbon Offset Administration System (COAS) in managing credit supply and retirements. This episode sets the stage for a deeper dive into how we see the market evolving in Part 2.
    Key points of discussion:
    • What a carbon credit is and how it functions
    • Overview of South Africa’s carbon tax and its trajectory to 2030
    • Introduction to the COAS registry: listing, retirement, and stockpile
    • Market trends in credit issuance and use
    • Types of carbon projects and major buyers
    • How carbon credits fit into South Africa’s climate commitments

    Don’t miss Part 2, where we explore supply-demand forecasts and policy levers shaping the market’s future. Follow Carbon Compass to stay informed.

    Want to keep the conversation going or learn more about what we do?
    📧 Get in touch at info@brundtland.co.za
    📞 Call us on (0)11 44 77 892
    🌍 Explore our work at https://www.brundtland.co.za/
    🔗 And follow us on LinkedIn for updates, insights, and more: https://www.linkedin.com/company/brundtland/posts/?feedView=all 🌍 Explore our work · 🔗 Follow us on LinkedIn for updates, insights, and more
    Show more Show less
    27 mins