Montel Weekly

Is CO2 a new inflation hedge?

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Sinopse

As economies jolt back from pandemic-led destruction, there are growing concerns about inflation. An influx of speculative activity in the EU carbon market – which has whipsawed CO2 prices to record highs above EUR 56/t and then below 50/t in a matter of days – suggests investors may be using the ETS as a hedge against inflation.Listen in to this week’s debate. Guests: Ingvild Sorhus, Lead EU Carbon Analyst, RefinitivTrevor Sikorski, Head of Natural Gas, Oil and Carbon Research, Energy AspectsBjarne Schieldrop, Chief Analyst Commodities, SEB