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Carbon Reset: Where Allowance Markets Go From Here

Wednesday, April 6, 2022
11:00 am - 12:00 pm EDT

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Event Details:

Carbon Reset: Where Allowance Markets Go From Here
Wednesday, April 6, 2022
11:00 am - 12:00 pm EDT

Global carbon allowances saw unmatched returns in 2021. However, recent weeks have brought a round of fresh volatility to the market. A confluence of drivers led to this so-called “carbon crunch". So what's next? The uncertainty with the Russian invasion, increasing focus on energy security, and the reaffirmation of climate policy commitments, even in the face of geopolitical concerns, are all factors that are influencing the market. 

 

Join Luke Oliver, KraneShares Head of Climate Investments, and Lawson Steele, a preeminent expert on the European Emissions Trading System (EU ETS) and former Joint Head of Carbon and Utilities Research at Berenberg, as they delve deeper into these recent developments.

In the webinar, we will cover:

  • Opportunites from the carbon reset: fundamental or temporary blip?
  • Deep dive on European & North American carbon markets
  • Outlook for the coming months
  • What do the high costs for coal and gas mean for carbon pricing?
  • Is now a good entry point for investors looking to access the global carbon markets?
  • Comprehensive Q&A
  • Investors can submit questions ahead of time to [email protected].

Lawson Steele, European Emissions Trading System (EU ETS) Expert and former Joint Head of Carbon and Utilities Research at Berenberg

Lawson Steele has covered the EU ETS carbon market since 2004. In January 2006, he called the price going to zero, which it duly did (from €30/t) 11 months later. He turned bullish in January 2018 when carbon was at €8/t and has been the leading bull ever since. He spent 35 years analysing utilities, being #1 rated by institutional investors in his coverage of European Utilities, Latin American utilities, Global utilities and Specialist sales. He qualified as a Chartered Accountant/CPA with PriceWaterhouse (now PriceWaterhouseCoopers).

Luke Oliver, Managing Director, Head of Climate Investments; Head of Strategy

Luke Oliver leads the KraneShares Climate solutions business building innovative products that provide access to unique markets within this growing investment universe. In addition to curating the firm’s climate, carbon and impact strategies, Luke works closely with clients to educate on the asset class and client implementation strategies. He is a regular industry commentator on TV, press, and online media and is responsible for digestible research on climate topics.

Prior to joining KraneShares, Luke built and ran the $21bn US XTrackers ETF business at DWS (formerly Deutsche Asset Management) where he pioneered currency hedging, onshore China, and more recently ESG strategies which were among the first to recognize the need for value-aligned portfolios. Prior to this, he was the portfolio manager of $16bn in commodity assets across the PowerShares DB Commodity ETF suite. Luke has a reputation for building strong, diverse teams, creating profitable businesses, and bringing innovative solutions to market. His 20-year financial career also included time on the capital markets sell-side.

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