Carbon Scarcity, Market Linkage, and the Next Chapter of Climate Finance - Mark Lewis

Veteran carbon market analyst Mark Lewis joins This Week in Carbon to break down why the EU ETS is unlike any other market—and why it's entering a long-term bullish phase.We cover:- Why the EU ETS has no natural sellers- How shrinking supply is driving long-term price. - The coming impact of ETS2 (carbon pricing for households)- The UK-EU ETS linkage and arbitrage opportunities- How carbon prices are becoming the new cost of capital for industry- Why hedge funds and equity analysts are treating EUAs like a macro asset- The future of Article 6, Corsia, and voluntary market convergence