SmarterMarkets™

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.

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.

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.

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.

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.

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.

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.

In this festive discussion, Josh Crumb, CEO of Abaxx Technologies, shares insights on enhancing market infrastructure for today's commodities. Sacha Lifschitz, a seasoned metals trader, dives into the evolving world of battery metals and gold, highlighting their pivotal role in the energy sector. Meanwhile, Dave Reilly, Chief Economist, discusses innovative trading contracts aimed at improving risk management. They also explore the transformation of nickel markets and the vital importance of centralized logistics in modern trading.

Steve Zwick, host and producer of Bionic Planet, and Renat Heuberger, CEO of Terra Impact Ventures, dive into the intricate world of carbon markets. They discuss the paradoxes that challenge climate action, the disconnect between public perception and reality, and ethical considerations in carbon credit systems. Emphasizing the need for transparency, they advocate for a balanced dialogue to enhance understanding and effectiveness. The conversation also touches on the emotional and regulatory complexities of voluntary versus compliance markets, aiming for intelligent decision-making.

Join Dr. David Bray, a distinguished tech expert and CEO at the Stimson Center, as he discusses how technology shapes our relationships today. He delves into the balance between empowerment and the challenges of misinformation, urging critical thinking. Bray emphasizes the need for trust in our digital age and the importance of ethical standards, especially as AI evolves. He advocates for individuals' control over their data and promotes shared experiences, like meals, to foster understanding across diverse viewpoints.