OPIS Talks

OPIS, A Dow Jones Company
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OPIS Talks is a podcast featuring interviews with experts in the energy, renewable fuels and chemicals space.

  1. Tariff Talk: Talking Iran, LNG, Coal, and the Petrodollar

    1 APR

    Tariff Talk: Talking Iran, LNG, Coal, and the Petrodollar

    OPIS TALKS CHEMICALS: Charles Dayton and James Stevenson discuss the ongoing war in the Middle East. They discuss likely timeframes for its duration, and what its commodity impacts are. We focus on impacts on LNG, and flow-through impacts on coal demand. And we close with some discussion of some of the larger Iranian strategies in the war, such as weakening the petrodollar. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com. Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

    28 min
  2. Up in the Air: Charting CORSIA's Complicated Carbon Path

    24 MAR

    Up in the Air: Charting CORSIA's Complicated Carbon Path

    OPIS TALKS ENVIRONMENTAL COMMODITIES: Humberto J. Rocha sits down with senior markets editor Henry Kronk to unpack CORSIA — the UN-backed scheme pushing airlines to limit growth in emissions through sustainable aviation fuel and carbon credit retirements. Henry walks us through the tightening supply of CORSIA-eligible credits, the process and politics of credit authorization under the Paris Agreement, and what a potential U.S. exit could mean for prices, compliance risk and competition in global aviation. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com. Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

    34 min
  3. Denominator: Building the Infrastructure Layer for Carbon Intelligence

    17 MAR

    Denominator: Building the Infrastructure Layer for Carbon Intelligence

    OPIS TALKS ENVIRONMENTAL COMMODITIES: Humberto J. Rocha sits down with Svenja Telle, CEO of Denominator, to explore the work involved in building the infrastructure behind credible carbon data. Svenja walks us through Denominator’s five-stage AI pipeline, how it's used in real-world deployments — from Middle East CCS to Latin American green ammonia — and why machine-verifiable carbon accounting is becoming essential for lenders, regulators and industrial producers. Tune in to learn more about Environmental Attribute Certificates (EACs), climate-tech financing barriers and why Svenja, who will be at CERA Week this month, sees Denominator as an infrastructure company first, and a climate tech company second. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com. Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

    34 min
  4. The Shifting Dynamics of European Carbon Markets

    12 MAR

    The Shifting Dynamics of European Carbon Markets

    OPIS TALKS ENVIRONMENTAL COMMODITIES: In this episode of OPIS Talks, host Humberto J. Rocha sits down with Guadalupe Ruiz, Principal Carbon Markets Analyst at Dow Jones, to unpack the dramatic shifts in European carbon markets over the past year. Guadalupe breaks down the three major trends that shaped EU carbon allowance (EUA) prices in 2025: the evolving relationship between natural gas and carbon prices as renewables reshape the power sector, the impact of US tariffs and trade policy uncertainty on industrial demand, and the unprecedented surge in investment fund positioning that reached all-time highs this year. As 2026 unfolds, the conversation turns to the sharp reversal in market sentiment, driven by profit-taking, geopolitical tensions, and speculation around potential policy changes. Guadalupe also explores the upcoming EU ETS review, what it could mean for supply and demand dynamics, and how the UK-EU carbon market linkage is influencing price correlations. Whether you're tracking compliance obligations, investment strategies, or policy developments, this episode offers essential insights into the forces driving European carbon markets—and what to watch for in the months ahead. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com. Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

    31 min
  5. Navigating Canada's Clean Fuel Future: How 45Z is Reshaping the Biofuels Landscape

    10 MAR

    Navigating Canada's Clean Fuel Future: How 45Z is Reshaping the Biofuels Landscape

    OPIS TALKS RENEWABLES: Jordan Godwin, Director of Renewable Fuels Pricing and News at OPIS, chat with Fred Ghatala, President of Advanced Biofuels Canada, to unpack the seismic shifts happening in Canadian biofuels policy. With the U.S. Inflation Reduction Act's 45Z tax credit threatening domestic production, Canada is responding with bold amendments to its Clean Fuel Regulations, including potential domestic content requirements and credit bonuses for Canadian producers. Fred breaks down the delicate balance regulators face: protecting domestic producers while keeping fuel prices affordable, maintaining healthy credit markets, and ensuring long-term policy viability. From surging CFR credit prices to provincial policy updates in British Columbia, Alberta, and Saskatchewan, this episode covers everything you need to know about where Canadian biofuels are headed. Whether you're a producer, trader, or policy wonk, this conversation offers essential insights into how Canada is positioning itself for energy security, emissions reduction, and economic growth in the renewable fuels sector. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com.

    25 min
  6. Tariff Talk: Talking the Supreme Court Ruling, Inflation, Jobs and Iran with James Stevenson & Charles Dayton

    2 MAR

    Tariff Talk: Talking the Supreme Court Ruling, Inflation, Jobs and Iran with James Stevenson & Charles Dayton

    OPIS TALKS COAL, METALS & MINING: James Stevenson and Charles Dayton discuss the recent Supreme Court ruling that struck down Trump's tariffs under IEEPA, exploring alternative tariff mechanisms like Section 122 and Section 301. They examine concerning trends in US economic data, including substantial downward revisions to job creation numbers and questionable inflation calculations that may not reflect consumers' actual experience with rising prices. The conversation also covers potential geopolitical risks, particularly around Iran and the Strait of Hormuz, which could disrupt global oil and LNG flows. Throughout the discussion, they emphasize how these factors could influence Federal Reserve policy and global commodity markets, drawing from their research publication 'Tariff Talk' that covers macroeconomic issues affecting energy and commodity markets. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com. Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

    31 min
  7. Measuring Nature: Inside Ramboll’s New European Biodiversity Metric

    23 FEB

    Measuring Nature: Inside Ramboll’s New European Biodiversity Metric

    OPIS TALKS ENVIRONMENTAL COMMODITIES: Humberto J. Rocha interviews Vikki Patton and Dan Rockefeller from Ramboll. Ramboll recently released its European Biodiversity Metric, a habitats-based biodiversity metric specifically designed for the continent. The conversation explores how Ramboll developed this latest metric, the role of policy and voluntary action, and how companies are already using these metrics and tools to guide development decisions, design biodiversity enhancements, and even put nature on the balance sheet. With real-world case studies and a look ahead to 2030, this episode offers a practical deep dive into how measurement can drive meaningful action for nature. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com. Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

    27 min
  8. Is the EV Boom Stalling — or Just Shifting Gears?

    18 FEB

    Is the EV Boom Stalling — or Just Shifting Gears?

    OPIS TALKS CHEMICALS: Joe McCabe, President & CEO of Autoforecast Solutions LLC, talks to Mariana Santos Moreira, Thought Leadership Director for Chemical Market Analytics by OPIS, about the mixed signals emerging in global EV adoption. They explore whether recent policy shifts point to a genuine slowdown or a temporary pause, the growing role of plug-in hybrids in future forecasts, and how China has become the world’s EV powerhouse. The conversation also looks at the feasibility of fully electrifying the global passenger car fleet within the foreseeable future. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com. Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

    15 min
See All (42)

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About

OPIS Talks is a podcast featuring interviews with experts in the energy, renewable fuels and chemicals space.

Information

  • Creator
    OPIS, A Dow Jones Company
  • Years Active
    2024 - 2026
  • Episodes
    42
  • Rating
    Clean
  • Copyright
    © 2026 Oil Price Information Service, LLC. All rights reserved.
  • Show Website
    OPIS Talks

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