SmarterMarkets™

Dive into a new social media platform called Coffeehouse, aimed at sparking meaningful discussions on energy, climate, and markets. The host reflects on recent U.S. elections, emphasizing how crucial dialogue is for overcoming societal divides. Drawing inspiration from historical coffeehouses, the platform is set to champion thoughtful exchanges. Discover how this initiative seeks to transform conversations during these contentious times and promote smarter markets for a better future.

Brad Hitch, the Director of LNG Trading at EQT Corporation, dives deep into the booming Gulf of Mexico LNG market. He discusses its transformation into a leading exporter and its implications on global pricing dynamics. The conversation highlights the effectiveness of physically deliverable futures contracts in managing risk and enhancing market access. Brad also compares LNG pricing to European benchmarks and shares insights on future trends, emphasizing the importance of adaptive trading strategies in a rapidly evolving landscape.

Robert Friedland, the Founder and Executive Chairman of Ivanhoe Mines, discusses the essential role of mining in the energy transition. He highlights critical metals needed for sustainability and debunks myths surrounding resource scarcity. Friedland urges global cooperation to tackle climate change while navigating economic divisions. He emphasizes sustainable practices in mining and critiques current media narratives. With a focus on clean energy sources like nuclear and geothermal, he advocates for significant reforms and public engagement in achieving a greener future.

In this engaging discussion, Josh Crumb, Founder & CEO of Abaxx Technologies, reflects on the journey of transforming market infrastructures. He delves into the challenges of the energy transition, from carbon pricing to innovations in electric vehicles and nuclear energy. The conversation highlights the significance of technology in enhancing market accessibility and competitive dynamics. Josh also shares his vision for integrating systems thinking to create smarter markets, paving the way for future advancements and collaboration.

This week on Markets in Transition, we welcome Sid Jha, Founder & CEO of Arbol, back into the SmarterMarkets™ studio. David Greely sits down with Sid to discuss some of the ways we can improve our insurance markets to meet the needs created by increasing climate risk as we experience what could be a historically devastating hurricane season in the United States.

We present a special mid-week episode of SmarterMarkets™, bringing you exclusive interviews from the IETA North America Climate Summit 2024.   SmarterMarkets™ returned to the Carbon Markets Studio at the IETA North America Climate Summit to take stock of where we are and what we need to do next to harness the power of markets to make net-zero possible.   We partnered with IETA to interview a cross section of conference participants to understand where they see the opportunities and challenges for using carbon markets to support climate action and the most important developments they're following in the carbon markets.   We’ve compiled a selection of those 11 interviews into this Special Episode of SmarterMarkets™. Our guests in order of appearance are:   Alfredo Nicastro, SVP & Global Head of Carbon Markets, StoneX Sandeep Roy Choudury, Director, VNV Advisory Svenja Telle, CEO, Denominator Hugh McAlpine, Partner, GS Environmental Peter Zaman, Partner, HFW Singapore Alex Saer, CEO, Cercarbono Sandra Pinzón, Founder & CEO, Global Zero Waste Juan Durán, CEO, EcoRegistry Steve Zwick, Producer & Host, Bionic Planet Yvan Champagne, Chief Carbon Officer, CarbonAi David Antonioli, Owner, Transition Finance

We continue Markets in Transition this week with Helima Croft, Managing Director & Global Head of Commodity Strategy at RBC Capital Markets. David Greely sits down with Helima to discuss the escalating situation in the Middle East as well as the U.S. presidential elections – and what each may mean for global energy markets.

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.