SmarterMarkets™

Our Markets in Transition series continues this week with Andy Home, Senior Metals Columnist at Thomson Reuters. David Greely sits down with Andy to discuss the many transitions happening in the metals markets today, as well as the big issues that the metals industry needs to be talking about if we're to meet these challenges as we head into London Metals Week.

This week on Markets in Transition, we welcome Dirk Forrister back into the SmarterMarkets™ studio. Dirk is President & CEO of the International Emissions Trading Association (IETA). David Greely sits down with Dirk to discuss the transitions happening in the carbon markets – from analog to digital, voluntary to compliance, and OECD to global – as we head into IETA's North America Climate Summit 2024 this week in New York City.

We continue our Markets in Transition series this week with He Yiyong, Founder & CEO of LNG Easy. David Greely sits down with He Yiyong to discuss how rising LNG supplies are spurring the development of retail LNG markets in China and developing countries – and how the pricing system for LNG needs to be adapted to meet the needs of these retail LNG markets.

Andrea Aranguren, CEO and President of Minehub Technologies, discusses the evolution of supply chain management in the metal and mining sectors. She highlights the transformative shift from outdated tools like email and Excel to advanced digital platforms, improving efficiency and transparency. The conversation covers the significance of data security in this transition, as well as the need to understand client requirements in a rapidly changing market. Aranguren also explores how sustainable practices could impact the market value of metals amidst rising ESG concerns.

We close out our Summer Playlist this week with Ted Merz, Founder of Principles Media. David Greely sits down with Ted to discuss the growing imperative for business leaders to tell their story – and how technology is changing the nature of how we write our stories and what our readers value in them.

Our Summer Playlist rolls on this week with Michelle Finneran Dennedy, CEO of PrivacyCode.AI. David Greely sits down with Michelle to discuss privacy in the age of data as a highly valuable commodity – and the focus we need to be putting on data supply chains and the data industry in the wake of the National Public Data breach.

Hannah Hauman, Global Head of Carbon Trading at Trafigura, dives into the complexities of EU regulations impacting corporate green claims. She reveals how these laws are reshaping the definition of net zero and pushing for enhanced corporate accountability. The discussion touches on the evolving carbon markets and the importance of transparency in sustainability metrics. Hauman highlights the integration of external carbon credits and the necessity for standardized practices in carbon trading, urging companies to adopt clear strategies for decarbonization.

This week on our Summer Playlist, we welcome Edwin Dorsey, author of “The Bear Cave” on Substack, into the SmarterMarkets™ studio. David Greely sits down with Edwin to discuss his work and views on the short side of the stock market – and its role in making markets smarter by finding the serious problems that others may not see yet.

Peter Zaman, a Partner at HFW in Singapore with extensive experience in climate finance since 2004, delves into the complexities of carbon markets. He discusses the implications of the recent SBTi statements and the EU's new methane regulations on corporate net-zero targets. Zaman critically analyzes the challenges corporations face balancing idealism with market realities, alongside navigating the intricacies of carbon pricing and the CORSAIA scheme for international aviation. Join him for insights into the practical steps needed for effective climate action.

David Szybunka, Senior Portfolio Manager and Managing Director of the Energy Team at Canoe Financial, shares his insights on the current commodity cycle and its unique features. He delves into the energy transition from fossil fuels to sustainable sources, stressing a diversified investment approach. Szybunka discusses key themes for energy investments in 2024, including royalty companies and natural gas perspectives. He also highlights the promising future of alternative energy investments and the significance of understanding market dynamics and entry points.