EPISODE · Jul 22, 2025 · 1H 21M
Carbon Scarcity, Market Linkage, and the Next Chapter of Climate Finance - Mark Lewis
from This Week in Carbon · host This Week In Carbon
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
What this episode covers
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
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Carbon Scarcity, Market Linkage, and the Next Chapter of Climate Finance - Mark Lewis
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