Which companies stand to profit from carbon taxes?

FruceBorsyth

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Hi,

New here but not new to investing. I saw this post in the FT (non-paywalled link here). Trafigura's Oil Trading exec called for a carbon levy on shipping fuel. This got me thinking about companies that might benefit from carbon taxes. Obviously the levy makes low carbon fuels more attractive but would it reduce shipping or just be absorbed as a cost of doing business?
 
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