Montel Weekly

Is CO2 a new inflation hedge?

May 21, 2021 Montel News Season 3 Episode 19
Montel Weekly
Is CO2 a new inflation hedge?
Show Notes

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, Refinitiv
  • Trevor Sikorski, Head of Natural Gas, Oil and Carbon Research, Energy Aspects
  • Bjarne Schieldrop, Chief Analyst Commodities, SEB