Carbon Scarcity, Market Linkage, and the Next Chapter of Climate Finance - Mark Lewis
Update: 2025-07-22
Description
Veteran carbon market analyst Mark Lewis joins This Week in Carbon to break down why the EU ETS is unlike any other market—and why it's entering a long-term bullish phase.
We cover:
- Why the EU ETS has no natural sellers
- How shrinking supply is driving long-term price.
- The coming impact of ETS2 (carbon pricing for households)
- The UK-EU ETS linkage and arbitrage opportunities
- How carbon prices are becoming the new cost of capital for industry
- Why hedge funds and equity analysts are treating EUAs like a macro asset
- The future of Article 6, Corsia, and voluntary market convergence
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