OPIS TALKS ENVIRONMENTAL COMMODITIES:

In this episode, Humberto Juarez Rocha, OPIS senior editor for carbon and biodiversity, sits down with Mark Lewis—one of the first full-time carbon analysts in London and a longtime observer of carbon markets—to unpack the evolving dynamics of the EU Emissions Trading System (EU ETS).

They explore:

Why EU Allowance prices may be on the cusp of a bullish breakoutHow the Carbon Border Adjustment Mechanism (CBAM) and the phase-out of free allowances could reshape industrial behaviorThe growing role of speculative capitalProspects for international offset integration post-2030Global carbon market developments—from China to California to the UK ETS

ID puntata: 1000720795786

GUID: 6b665f14-5e94-4d6c-b1cd-82939b410038

Data di pubblicazione: 5/8/2025, 22:45:24