Is CO2 a new inflation hedge?

As economies jolt back from pandemic-led destruction, there are growing concerns about inflation. An influx of speculative activity in the EU carbon market – which has whipsawed CO2 prices to record highs above EUR 56/t and then below 50/t in a matter of days – suggests investors may be using the ETS as a hedge against inflation.

Listen in to this week’s debate. 

Guests: 

• Ingvild Sorhus, Lead EU Carbon Analyst, Refinitiv
• Trevor Sikorski, Head of Natural Gas, Oil and Carbon Research, Energy Aspects
• Bjarne Schieldrop, Chief Analyst Commodities, SEB