A superb, hour-long discussion with Commodity Legend, Jeff Currie. This episode sheds light on the politics and market issues facing the investment community in committing fully to renewable energy technologies.
Jeff’s commentary helps listeners understand the difficulties in pricing carbon, and why a carbon price is crucial to advancing ESG standards. He delves into the role governments and policy plays in establishing rules for carbon emissions, and helping the market discover a price for emitting carbon into our environment. Jeff focuses our attention on the reality that, to properly incentivize investment in renewable energy technologies, the first step is a clear mechanism to price carbon.