The Great Carbon Trade Continues

The Exponential Age ·
Featuring Lawson Steele and Raoul Pal

Published on: January 13th, 2022 • Duration: 50 minutes

Lawson Steele is one of the most highly respected analysts in the carbon markets, and he also has a deep knowledge of the EU utilities industry. Last year, Raoul came across this trade idea from an RV member and ended up interviewing the team at Citi, Lawson and hedge fund legend Pierre Andurand. Carbon was the best performing commodity last year so Raoul wanted to check in with Lawson to think about the year ahead, how it might play out, and where the price might go. We are so lucky at Real Vision to have open access to the best of the best! Recorded on January 7, 2022.