The HC Commodities Podcast

The Carbon Markets with Ariel Perez

Apr 16, 2024

Ariel Perez from Hartree Partners discusses the state of carbon markets in an inflationary world, global commodity leaders advocating for carbon pricing, impact of Ukraine crisis, compliance markets expansion, outcomes from COP28, and the EU's Carbon Border Adjustment Mechanism as a catalyst for global carbon pricing mechanism.

46:45

Creator website

Episode guests

Ariel Perez

AI Summary

Highlights

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

The energy crisis following Russia's invasion of Ukraine had a significant impact on carbon demand, leading to inflationary pressures and a slowdown in industrial production.

Fluctuations in carbon prices, influenced by energy market volatility, attracted new entrants to strategically position themselves and emphasized the complexities and opportunities in carbon trading.

Deep dives

Significant Impacts on Carbon Markets: Energy Crisis and Market Developments

The energy crisis triggered by Russia's invasion of Ukraine had profound implications for carbon markets. Despite the disruption in power and gas markets, the impact on carbon markets was relatively muted initially. However, the decrease in demand due to deindustrialization led to a substantial drop in carbon demand. This resulted in significant inflationary pressures and a slowdown in industrial production, affecting investment in carbon reduction activities.

Effective Carbon Pricing for Global Trade

01:24

Negotiating Royalties and Carbon Credits

01:23

Volatility in the Carbon Markets

01:19

Efficient Markets and Future Impact

01:03

Introduction

5min

Navigating Carbon Market Dynamics Post-Ukraine Invasion

18min

Exploring Carbon Border Adjustment Mechanism and Global Climate Response

4min

Navigating the Evolving Carbon Markets Landscape

12min

Implementing Global Carbon Pricing Strategies

3min

Analysing Global Carbon Markets and Market Developments

4min

In this episode, Ariel Perez, Head of Environmental Products at Hartree Partners, returns to update us on the state of the carbon markets over the last two years in a more inflationary and unstable world? Global commodity leaders are calling for a price for carbon – are we any closer? How have compliance markets fared in the energy crisis and Russia’s invasion of Ukraine? Have compliance markets expanded globally? How have voluntary markets fared? What were the key outcomes from COP28 and what does the EU’s Carbon Border Adjustment Mechanism mean for the world? Could this be the catalyst for a global carbon pricing mechanism that can provide the much needed basis for market based solutions to the energy crisis.

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.

The HC Commodities Podcast

The Carbon Markets with Ariel Perez

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Significant Impacts on Carbon Markets: Energy Crisis and Market Developments

Market Behavior and Volatility in Carbon Trading: Price Movements and Participant Trends

Evolution and Challenges in Voluntary Carbon Markets: Market Reforms and Regulatory Pressures

Future Outlook: Compliance Markets and International Cooperation

Effective Carbon Pricing for Global Trade

Negotiating Royalties and Carbon Credits

Volatility in the Carbon Markets

Efficient Markets and Future Impact

Remember Everything You Learn from Podcasts