Blake Schaefer, Partner at Environmental Commodity Partners (ECP), presented his firm’s most compelling investment thesis at the 2025 Sohn San Francisco Conference. Schaefer, who co-founded ECP in 2017, outlined a long opportunity in the environmental commodity sector, arguing that regulatory clarity and mandated supply tightening have created an asymmetric risk/reward profile in the domestic carbon market. The thesis centers on a fundamental flip in supply and demand dynamics, which is expected to push prices significantly higher in the medium term, repricing the market back toward fundamentals within the next six to nine months.
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A Specialist Focus on Environmental Commodities
ECP is a $400 million [plus AUM investment firm based in Mil Valley, Marin County, focusing exclusively on environmental commodity markets and carbon markets globally. Blake Schaefer, as a partner, is primarily responsible for investments at the firm. His strategy is rooted in 20 professional years dedicated to the environmental commodities space, offering a specialist perspective honed across multiple international programs.
Prior to co-founding ECP, Schaefer served as a Portfolio Manager of Global Environmental Finance for Platinum Partners in San Francisco from 2011 to 2016, where he actively traded and invested in European, Asian, and North American emissions credits markets. Before his tenure at Platinum, Schaefer was the Director of Global Environmental Finance at Stark Investments, a multi-billion dollar investment firm, between 2006 and 2009. During this time, he established Stark’s London emissions trading facility.
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