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EssentialThe Essential Conversation

Carbon Emissions: The New Frontier of Energy Trading

Featuring Francesco Martoccia, Eric G. Lee, and Raoul Pal

Mar 12, 2021 • 53 minutes

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Essential

The Essential Conversation

Carbon Emissions: The New Frontier of Energy Trading

Eric Lee and Francesco Martoccia help break down the opportunities and knock-on effects of a new and exciting market carbon emissions credits.

Featuring Francesco Martoccia, Eric G. Lee, and Raoul Pal

Mar 12, 2021 • 53 minutes

A wall of money, regulation, and rapidly shifting global priorities has already drastically changed how companies around the world manage their carbon emissions. As well, it has affected how governments incentivize good behavior and drive innovation and, in the process, created a tradeable market in carbon emissions credits. In this interview with Real Vision CEO and co-founder Raoul Pal, Eric Lee and Francesco Martoccia, both energy strategists at Citigroup, help break down the opportunities and knock-on effects of this new and exciting market. Together, they focus on the unique market structure of the most well-developed and liquid market for EU carbon credits, which although nuanced seems to point toward rising prices. They explore those nuances and caveats, and they highlight the way this market is being used to fund government deficits, drive innovation, and upgrade outdated energy infrastructure across Europe. They also touch on other global carbon credit markets, the effects of other regulations like carbon taxes on businesses and industries, and examine the pace of growth of private and public ESG investments like green bonds. Filmed on March 5, 2021. Key Learnings: The greening of the economy is in full stride, and it is creating new and exciting investment opportunities beyond well-known favorites like EVs, batteries, and renewables such as wind and solar. One interesting example is EU carbon credits, which are both highly liquid and potentially directionally biased because of specific structural design. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

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The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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