On our second installment of Weathering Decarbonization, we welcome Mark Lewis back into the SmarterMarkets™ studio. Mark is Partner and Managing Director at Climate Finance Partners LLC.
David Greely sat down with Mark to discuss where the rubber is hitting the road in the EU-ETS, the impact on market participants and pricing dynamics, and what the future may hold as we move into compliance markets 2.0.
Mark re-joined us Friday night to add his key takeaways from a turbulent week in the EU-ETS to this episode, which you can also read on his blog at climatemarketnow.com.
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This week, we kick off our new series Weathering Decarbonization with Robin Girmes, Founder & CEO of Enwex. David Greely sits down with Robin to discuss his work at Enwex to better measure and help companies manage the growing weather-related risks to our power supply and energy prices.
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We close out Setting Course 2026 with a two-part conversation with Robert Friedland and Jeff Currie. Robert is Executive Co-Chairman of Ivanhoe Mines and Co-Founder, Chairman, and CEO of I-Pulse. Jeff Currie is Chief Strategy Officer of Energy Pathways at Carlyle.
David Greely sits down with Robert and Jeff to discuss what’s happening at Davos, what the revenge of the miners and the real economy means for copper and other commodity prices, and the other big themes that Jeff is seeing for 2026 and beyond.
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We continue our Setting Course series this week by welcoming Arjun Murti back into the SmarterMarkets™ studio. Arjun is Partner at Veriten and Publisher of “Super-Spiked” on Substack. David Greely sits down with Arjun to discuss the big themes he sees in energy for 2026, including the electrical power super cycle.
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This week, we kick off our new series Setting Course 2026 by welcoming Former Senior CIA Official Rob Dannenberg back into the SmarterMarkets™ studio. David Greely sits down with Rob to discuss the inflection point being created by the Russian war in Ukraine, the capture by the United States of Venezuelan President Maduro, and the potential implications of this widening of the range of acceptable behavior by great powers as we move into 2026.
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