Brief and speculative but very timely[1]. Displacement of carbon is critical, as well as permanent carbon economies that tax at 50-100 $/tCO2. Systemic and sub-systemic shock is one core. [1] https://www.reuters.com/business/sustainable-business/white-... [2] https://www.cftc.gov/sites/default/files/2020-09/9-9-20%20Re...