OPIS TALKS ENVIRONMENTAL COMMODITIES:
In this episode, Humberto Juarez Rocha, OPIS senior editor for carbon and biodiversity, sits down with Mark Lewis—one of the first full-time carbon analysts in London and a longtime observer of carbon markets—to unpack the evolving dynamics of the EU Emissions Trading System (EU ETS).
They explore:
- Why EU Allowance prices may be on the cusp of a bullish breakout
- How the Carbon Border Adjustment Mechanism (CBAM) and the phase-out of free allowances could reshape industrial behavior
- The growing role of speculative capital
- Prospects for international offset integration post-2030
- Global carbon market developments—from China to California to the UK ETS
