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Analysis · Environment · Climate Policy

Environment: markets or bans?

Left-wing climate policy relies on bans, subsidies, and regulations. It penalises the poor, costs a fortune, and does little to cut emissions. There is a tool every economist agrees is superior — one that politicians avoid because it is transparent.

−47% emissions in sectors covered by the EU carbon market (EU ETS, 2005–2023) — without banning a single car
4,6t CO₂ per capita in Sweden (2021). Less than France — without ever banning a petrol car. Carbon tax since 1991.
580 Mds€ spent by Germany on the Energiewende (2000–2022). Result: 9.2t CO₂/capita — 53% more than France.
01

CO₂ doesn't need to be banned — it needs a price

When you burn petrol or gas, you release CO₂ into the atmosphere. That CO₂ has a cost for society — floods, droughts, rising sea levels. But that cost doesn't appear on your bill. Economists call this a negative externality: a harm you impose on others without paying for it.

The liberal solution is direct: make people pay that cost. Not ban things. Not subsidise one technology over another. Put a price on the tonne of CO₂ — and let each actor find the cheapest way to cut emissions. That's the carbon market principle. The EU ETS, launched in 2005, covers power plants and heavy industry. The result in 18 years: −47% in emissions in covered sectors.

"−47% emissions. Without banning a single car." EU ETS (European carbon market), covered sectors, 2005–2023 — EEA

Move the slider to see what a higher carbon price could achieve in emission reductions.

0€200€/tCO₂
💡 Why it works A carbon price sends a signal to every actor in the economy simultaneously. The coal plant shuts down. The manufacturer invests in efficiency. The consumer chooses electric. No need to decide for them — the price decides. This is the tool William Nordhaus theorised and for which he received the Nobel Prize in Economics in 2018.
02

The "green transition": for whom?

French climate policy rests on two pillars: subsidies (green bonus, MaPrimeRénov', feed-in tariffs) and bans (low-emission zones, penalties, future boiler standards). These two tools share one thing: they are not socially neutral. They benefit households that can afford to adapt, and penalise those who have no choice.

80% of green bonuses paid since 2020 went to the top 40% of households by income (ADEME, 2023). Low-emission zones have the opposite effect: low-income households own the oldest cars — exactly those that will be banned first. It's not a leisure activity being taken away. It's their tool for getting to work.

"Green bonuses go to the rich. Low-emission zones penalise the poor." ADEME 2023: 80% of bonuses paid to the top 40% of households by income

Three profiles. Same climate policy. Three different realities.

03

Climate champions — without banning

Sweden introduced its carbon tax in 1991 — ~€130 per tonne today. Since then, its emissions fell 33% while its GDP grew 75%. It emits 4.6t of CO₂ per capita — less than France. It has never banned a single combustion engine.

Germany made the opposite choice. €580 billion in subsidies over twenty years for renewables — the Energiewende. It closed its nuclear plants, kept its coal plants longer, and now emits 9.2t/capita — 53% more than France and twice as much as Sweden. The lesson: subsidising your preferred technology costs more and cuts fewer emissions than a simple carbon price.

"€580bn. 9.2t CO₂/cap. Twice Sweden's." Cost of the German Energiewende (2000–2022) — EDGAR 2021 emissions

CO₂ emissions per capita (2021) — click a country to see its approach.

04

Ban, subsidise, or price?

There are three main ways to cut emissions. Bans and regulations (low-emission zones, bonus-malus, Euro 7) target specific behaviours — but miss everything they don't aim at. Subsidies direct investment — but towards technologies chosen by politicians, not the cheapest ones. The carbon price is the only tool blind to preferences: it lets each actor find their own solution.

The standard objection: "a carbon tax is unfair — it's the poor who pay." That's precisely why the carbon dividend exists. The tax is levied on all emissions — and its proceeds are redistributed in equal shares to all households. In Switzerland, this system is in place: two-thirds of households get back more than they pay. Lower-income households are the first to benefit. A low-emission zone redistributes nothing — it just bans.

"The low-emission zone bans. The carbon dividend redistributes." In Switzerland, 2/3 of households get back more than they pay — carbon tax with universal redistribution

Compare the three approaches on three criteria — click to switch.

05

Objections — reversed

You're told markets can't solve the climate crisis. That a carbon tax is unfair. That companies will cheat. Let's reverse those arguments — and look at what history actually shows.

"The market caused the problem. It can't solve it." Flip the card to see the answer.

Click a card to flip the argument.

01 🏭

"The market caused the problem — it can't solve it"

Flip →

Markets didn't cause the problem — the absence of a price on CO₂ did. A market where emitting carbon is free will emit too much. That's exactly what a carbon price corrects. A carbon market is a state intervention — but the most efficient and least distorting one. Nordhaus (Nobel 2018) theorised it. The EU ETS proved it works.

02 📉

"The EU ETS is a scam — emissions haven't fallen"

Flip →

It's the opposite. Sectors covered by the EU ETS cut emissions by 47% since 2005 — the largest reduction ever achieved in an industrial sector at this scale. What didn't work was the price being too low between 2008 and 2018 (€5–10/tCO₂). Since the price exceeded €50, reductions have been massive. The tool works. You just need to use it correctly.

03 ⚖️

"A carbon tax is unfair — it's a tax on the poor"

Flip →

That's exactly what a low-emission zone is: an invisible tax on the poor — those who can't afford a newer car. An explicit carbon tax, redistributed in equal shares (carbon dividend), is progressive. Switzerland: 2/3 of households get back more than they pay. The 80% of green bonuses going to wealthy households? That's the real tax on the poor — invisible and upside-down.

04

"We need radical action — there's no time for markets"

Flip →

The EU ETS cut industrial emissions 47% in 18 years. France took 10 years to set up its low-emission zones — and still hasn't met its targets. "Radical" symbolic measures (banning straws, gas boilers, SUVs in cities) generate resistance without cutting much. The carbon price is radical — silently. Every firm, every household optimises continuously. That's what efficiency looks like.

The climate deserves better than symbolism

The planet needs emissions cut — fast, efficiently, and fairly. The carbon market with dividend is the only tool that does all three. It doesn't pick technology winners. It doesn't penalise the poor. It lets millions of actors find their own path to net zero. Bans and subsidies are politically rewarding because they are visible — not because they work. Choosing symbolism over efficiency is also a moral failure: every tonne that could have been cut at lower cost wasn't.