Montel Weekly
Montel Weekly - market insights from people in the know. Montel Weekly is a podcast dedicated to energy news from markets in Europe and beyond. Every week we invite key industry experts to share insights and to discuss latest developments. Hosted by Richard Sverrisson. Produced by Bled Maliqi & Sarah Knowles. Music by Laurence Walker and Ben Bower.
Montel Weekly
Is CO2 a new inflation hedge?
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Montel News
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Season 3
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Episode 19
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