The man who’s nailed the carbon trade since 2004 thinks things are getting interesting.
Lawson Steele has made some very good calls on carbon.
As one of the only experts in the field in 2006, he predicted the price would drop to zero, which it did not long after. In 2018, he turned super bullish, bringing himself (and Real Vision members) an astonishingly good trade. In this interview with Raoul, Lawson is back to explain why the supply-and-demand picture tells him things are getting ‘interesting’ again.
He gives a primer on the carbon market, explains why he’s bullish, and offers members a peek into his new venture, Kakubi, which brings the EU physical carbon allowances onto the blockchain. Recorded on Tuesday, January 17, 2023.
Originally Posted January 23, 2023
Disclosure: Interactive Brokers
Information posted on IBKR Campus that is provided by third-parties does NOT constitute a recommendation that you should contract for the services of that third party. Third-party participants who contribute to IBKR Campus are independent of Interactive Brokers and Interactive Brokers does not make any representations or warranties concerning the services offered, their past or future performance, or the accuracy of the information provided by the third party. Past performance is no guarantee of future results.
This material is from Real Vision and is being posted with its permission. The views expressed in this material are solely those of the author and/or Real Vision and Interactive Brokers is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to buy or sell any security. It should not be construed as research or investment advice or a recommendation to buy, sell or hold any security or commodity. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
Disclosure: Futures Trading
Futures are not suitable for all investors. The amount you may lose may be greater than your initial investment. Before trading futures, please read the CFTC Risk Disclosure. A copy and additional information are available at ibkr.com.