Early 2026 Volatility and Geopolitical Shocks

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.