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SmarterMarkets™

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10 snips
Mar 8, 2025 • 33min

Carbon Frontiers 2025 Episode 5 | Peter Fusaro, Founder, Wall Street Green Summit

Peter Fusaro, Founder of the Wall Street Green Summit and a leader in carbon markets, joins the conversation to explore pivotal insights on sustainability finance. He shares trends in carbon markets and the energy transition as we approach the 24th annual summit. The discussion highlights the importance of AI in shaping future energy solutions and the pivotal role young professionals play in addressing climate challenges. Moreover, Peter emphasizes the need for comprehensive energy policies and innovative strategies to tackle ongoing decarbonization efforts.
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4 snips
Mar 1, 2025 • 35min

Carbon Frontiers 2025 Episode 4 | Rene Velasquez, Managing Partner, Valitera

Rene Velasquez, Managing Partner at Valitera, shares his extensive expertise in carbon markets. He discusses the contrasting states of compliance and voluntary markets, detailing ongoing challenges and fresh opportunities. Rene highlights the crucial need for integrity in carbon finance and the impact of recent corporate withdrawals. The conversation also dives into the intersection of AI and climate action, emphasizing both its potential and concerns. He encourages young innovators to engage passionately in developing climate solutions for a sustainable future.
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5 snips
Feb 22, 2025 • 54min

Carbon Frontiers 2025 Episode 3 | Peter Zaman, Partner, HFW Singapore

Peter Zaman, a climate change specialist and Partner at HFW Singapore, delves into the fallout from the U.S. withdrawal from the Paris Agreement. He discusses how this decision influences global climate dynamics and emphasizes the urgent need for adaptation strategies. Zaman critiques the slow pace of meaningful climate action and the complexities of carbon offset policies. The conversation also tackles the importance of private sector involvement and innovative funding mechanisms to address climate risks and support sustainable practices.
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Feb 15, 2025 • 30min

Carbon Frontiers 2025 Episode 2 | Alasdair Were, Head of Environmental Markets, Abaxx Exchange

In this discussion, Alasdair Were, Head of Environmental Markets at Abaxx Exchange, shares his expertise on the evolving energy transition. He delves into how recent policy changes and economic realities shape corporate and governmental strategies. Key topics include Europe's energy challenges amid geopolitical shifts, the importance of nuclear energy, and the evolving landscape of carbon finance. Alasdair also explores innovations in carbon offset futures and emphasizes the potential of carbon removal technologies like Direct Air Capture.
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10 snips
Feb 8, 2025 • 44min

Carbon Frontiers 2025 Episode 1 | Mark Lewis, Head of Research, Andurand Capital

Mark Lewis, Head of Research at Andurand Capital, an expert in carbon markets, joins the discussion on the EU's complex carbon landscape. He explores the impact of the EU Emissions Trading System in balancing emissions reduction with industrial competitiveness. Mark delves into the implications of the U.S.'s exit from the Paris Agreement and how it reshapes global climate policies. He also addresses the challenges posed by the Carbon Border Adjustment Mechanism and the necessity for innovative strategies to maintain Europe's leadership in carbon trading.
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Feb 1, 2025 • 34min

The State of Play in Battery Metals Episode 4 | Brian Menell, Chairman & CEO, TechMet

Brian Menell, Chairman & CEO at TechMet, shares insights on the critical state of battery metals. He highlights how short-term oversupply is overshadowing the need for investment amid rising demand for lithium, nickel, and cobalt. Menell discusses the geopolitical stakes, particularly regarding Chinese influence, and underscores the role of sovereign wealth funds in financing essential mining projects. The conversation dives into the importance of recycling and responsible practices, paving the way for sustainable supply chains and a successful energy transition.
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9 snips
Jan 25, 2025 • 36min

The State of Play in Battery Metals Episode 3 | Andrea Hotter, Special Correspondent, Fastmarkets

Andrea Hotter, Special Correspondent at Fastmarkets, dives into the fast-changing world of battery metals. She discusses how recent executive orders from the President could reshape the landscape for electric vehicles and critical minerals. The conversation touches on the transition to alternative battery technologies like sodium ion and solid-state batteries, along with the impact of trade policies and tariffs on inflation. Hotter also highlights challenges facing U.S. suppliers in competing with imports from China while addressing the implications for climate initiatives.
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8 snips
Jan 18, 2025 • 31min

The State of Play in Battery Metals Episode 2 | Andy Home, Senior Metals Columnist, Thomson Reuters

Andy Home, Senior Metals Columnist at Thomson Reuters, delves into the tumultuous world of battery metals amidst the energy transition. He discusses the surprising downturn in the market and challenges faced by Western countries in establishing sustainable supply chains, especially with China's dominance. The conversation also covers evolving consumer preferences, the transformation of nickel trading, and the necessity for diverse pricing mechanisms. Home emphasizes the importance of hedging as the market shifts amidst uncertainties in demand and supply.
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19 snips
Jan 11, 2025 • 33min

The State of Play in Battery Metals Episode 1 | Dan McElduff, President, Abaxx Exchange

Dan McElduff, President of Abaxx Exchange, delves into the fast-evolving battery metals market, emphasizing the launch of futures contracts for nickel sulfate and lithium carbonate. He discusses the critical role of early adopters in ensuring market liquidity and the necessity of standardization for effective price discovery. The conversation also touches on the intertwined challenges of geopolitical factors and supply chain dynamics, alongside opportunities presented by the growing demand for electric vehicles and energy storage solutions.
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11 snips
Jan 4, 2025 • 39min

Holiday Special Part 2 | Josh Crumb, Founder & CEO, Abaxx Technologies + Abaxx Exchange Metals Team

In this engaging discussion, Josh Crumb, Founder & CEO of Abaxx Technologies, shares insights on enhancing commodities market infrastructure. Steve Lowe, an expert in institutional gold trading, dives into the dynamics of gold, from COVID-19 effects to geographical shifts in demand. David Gornall sheds light on battery metals, addressing arbitrage challenges and ESG issues in Europe. They emphasize the need for transparency and technological advancements to improve efficiency in both gold and battery material markets, setting the stage for a more reliable future.

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