Gas, carbon, and the geopolitical web: understanding the dynamics and interconnections
In this episode of Carbon Trading Chronicles, we dive deep into the intricate relationship between the gas and carbon markets, featuring insights from Seb Kennedy, energy journalist and creator of the newsletter Energy Flux. Seb and Riham offer a unique perspective on how geopolitical tensions have amplified risk premiums in gas markets and, in turn, influenced European carbon pricing. They also explore the growing correlation between gas prices and carbon markets, the opaque nature of hedge fund activity, and the strategic maneuvering of gas storage operators seeking to balance regulatory mandates with market realities. Riham Wahba - Senior Market Analyst at Vertis Environmental Finance. Seb Kennedy - Freelance energy journalist and market analyst *Energy Flux: https://www.energyflux.news/ Disclaimer: https://legal.vertis.com/api/document/282/get_document/