Podcast

EUA situation room: making sense of the 2024 price dynamics

– 12 May 2024

Description

What is driving the recent price increases despite the prevailing bearish predictions of analysts? Have the price dynamics shifted due to fundamentals, or are we simply experiencing the mirage of the year?

In this episode, carbon analysts and traders make hypotheses regarding 2024 price developments by examining industrials, utilities, banks and hedge funds’ behaviour.

  • Stefan Feuchtinger – Head of Research & Analysis at Vertis Environmental Finance.
  • Riham Wahba – Senior Market Analyst at Vertis Environmental Finance.
  • Maximilian Herstatt – Team Leader at Vertis Environmental Finance.
  • Lewis Unstead – Senior Analyst | EU Carbon at ICIS.

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