SmarterMarkets™ Special Episode | A SmarterMarkets Remix: Ideas Worth Repeating
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May 24, 2025 
In this special edition, Ben Hunt, author and co-founder of Second Foundation Partners, discusses the evolving role of semantic structures in understanding data. Mark Lewis of Andurand Capital dives into the complexities of the EU emissions trading system and its global implications. Josh Crumb from Abaxx Technologies emphasizes the need for trust infrastructures in today's digital marketplace. Together, they explore the urgent transition to cleaner energy and the transformative impact of technology on market dynamics and sustainability.
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Energy Transition Complexity
- Energy transition involves much more than just switching energy sources; it requires understanding critical raw materials.
- The hottest Mediterranean summer and numerous water tornadoes highlight urgent climate challenges and the need for thoughtful transition.
US LNG Market Growth
- U.S. LNG exports are rapidly globalizing the natural gas market with over 100 cargos monthly.
- Fragmented supply and flexible destination cargoes balance seasonal and regional demand effectively.
LNG Oversupply Risk
- LNG capacity is growing 50% beyond current market size, likely causing severe oversupply.
- Falling prices will force the search for new demand to absorb excess LNG, leading to market cycles.