As we head into the Labor Day weekend here in the US, we have something we think you will find most intriguing for a Close-of-Business Thursday! We were lucky enough today to visit with Francesco La Camera, the Director General of the International Renewable Energy Agency (IRENA). Francesco has over thirty years of experience in climate and sustainability and oversees IRENA's strategy and partnerships with 165 nations that are members of the agency.

IRENA is headquartered in Abu Dhabi. Their focus is to support countries in their transition to a sustainable energy future by providing practical tools and policy advice to accelerate renewable energy development. Francesco joined us from Rome for a fascinating discussion of today's energy, regulatory and technology world from his perspective. With the Glasgow Climate Summit right around the corner, today's discussion was a fascinating survey of the world from a very respected renewable energy perspective. We learned so much and can't thank Francesco enough for his thoughts and time.

As you will hear, we leaned into the lead-in today with more force than usual. Mike Bradley does his usual market update but also provides a year-to-date perspective across all of energy. Matt Portillo gave a detailed update on the "renewables macro" to get our juices flowing prior to our discussion with Francesco. Colin Fenton added his spice with a few comments on global markets and CO2 allowance prices in Europe.

All the best to all of you! Have a great and relaxing Labor Day Weekend!

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