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Carbon Pricing
Carbon Border Adjustment Mechanism
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OPIS Talks is a podcast featuring interviews with experts in the energy, renewable fuels and chemicals space.

PublishesWeeklyEpisodes41Founded2 years ago
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Latest Episodes

In this episode of OPIS Talks, host 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 retiremen... more

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In this episode, host 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 u... more

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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 tr... more

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Join Jordan Godwin, Director of Renewable Fuels Pricing and News at OPIS, as he sits down with Fred Ghatala, President of Advanced Biofuels Canada, to unpack the seismic shifts happening in Canadian biofuels policy. With the U.S. Inflation Reduction ... more

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Recent Guests

Svenja Telle
CEO of Denominator
Denominator
Episode: Denominator: Building the Infrastructure Layer for Carbon Intelligence
Guadalupe Ruiz
Principal Carbon Markets Analyst
Camero (OPIS partner)
Episode: OPIS Talks - The Shifting Dynamics of European Carbon Markets
Fred Ghatala
President, Advanced Biofuels Canada
Advanced Biofuels Canada
Episode: Navigating Canada's Clean Fuel Future: How 45Z is Reshaping the Biofuels Landscape
Charles Dayton
Mastermind behind Tariff Talk; former investor relations in mining
Tariff Talk / Tariff Talk contributor
Episode: Tariff Talk: Talking the Supreme Court Ruling, Inflation, Jobs and Iran with James Stevenson & Charles Dayton
Vicky Patten
UK Lead for Nature Positive Services and Global Lead for Biodiversity Metric
Rambol (Nature Positive Services)
Episode: Measuring Nature: Inside Ramboll’s New European Biodiversity Metric
Dan Rockefeller
Managing Scientist and US Lead for Biodiversity Metric
Ramble
Episode: Measuring Nature: Inside Ramboll’s New European Biodiversity Metric
Mark Plamondon
Executive Director at Alberta's Industrial Heartland Association
Alberta's Industrial Heartland Association
Episode: The Next Energy Powerhouse: Canada’s Industrial Bet
Benjamin Steven
Steel Markets and Sustainability Journalist
McCloskey, a Dow Jones company
Episode: Year of the CBAM
Dr. Thomas Weinandy
Principal research economist at Upside
Upside
Episode: Personalized Offers vs. Dynamic Pricing: Winning the Digital Battlefield

Hosts

Humberto Juarez Rocha
Host of OPIS Talks and Senior Editor for Carbon and Biodiversity at OPIS
Denton Cinquegrana
Chief Oil Analyst at OPIS

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Talking Points

Recent interactions between the hosts and their guests.

OPIS Talks - The Shifting Dynamics of European Carbon Markets
Q: What are you seeing ahead this year for EU carbon prices, and what does the EU ETS review mean?
The outlook remains structurally bullish in the medium term but with higher volatility. The review aims to tighten supply or adjust mechanisms (e.g., LRF, free allocations, expanding scope), potentially altering supply-demand balance; key decisions are expected in Q3 2026 and will influence price trajectories into 2026–2027.
OPIS Talks - The Shifting Dynamics of European Carbon Markets
Q: What movements have you seen in the EU carbon market over the last two months, or since the beginning of 2026?
Prices showed a notable rise through mid-January as funds pushed long positions, followed by a reversal in January when sentiment cooled and market factors shifted, with volatility driven by policy chatter and geopolitical tensions; overall, the market remains volatile but with bullish fundamentals in the medium term.
Navigating Canada's Clean Fuel Future: How 45Z is Reshaping the Biofuels Landscape
Q: What has been the response from your members to these initiatives, including Made in Canada programs, and is there enough incentive to drive long-term growth?
Members have a mixed but generally positive response, appreciating that the policy is being discussed at high government levels. Many see the CFR as a solid framework, but there is emphasis on ensuring it remains growth-friendly and not punitive, with calls for combining both domestic content and credits to sustain new capacity investment and maintain affordability.
Navigating Canada's Clean Fuel Future: How 45Z is Reshaping the Biofuels Landscape
Q: Fred, we've got some pretty big amendments coming up that the government of Canada is looking to make around the clean fuel regulations. Can you walk us through a little bit about some of the biggest objectives they're trying to achieve here?
The amendments focus on ensuring a robust, long-term CFR framework that supports domestic production, creates clear signals for industry, and uses tools like a minimum domestic content rule and a credit multiplier to counterbalance imports and preserve the policy's longevity. The aim is to keep the CFR in place by tying it to domestic production and reducing emissions, while managing pump prices and ensuring a viable investment climate.
Denominator: Building the Infrastructure Layer for Carbon Intelligence
Q: Svenja, could you tell us about a specific case where Denominator contributed to carbon accounting and helped auditors understand and assess a project?
Denominator's approach centers on end-to-end data integrity and 100% traceability. In practice, they deploy AI agents to ingest diverse industrial data, normalize it, and map it to multiple frameworks (CBAM, ISO, MIQ, etc.), delivering digitally anchored certificates and auditable evidence packages that speed up verifications and reduce auditor workload.

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Frequently Asked Questions About OPIS Talks

What is OPIS Talks about and what kind of topics does it cover?

The content revolves around discussions with industry leaders and experts on topics related to energy, renewable fuels, and the chemical sector. Recent episodes highlight various trends including electric vehicle adoption, carbon markets, the evolution of the coal and coke sector, and challenges facing the fuel retail industry. With a focus on the energy landscape, the series sheds light on pressing issues such as sustainability, regulatory changes, and market dynamics, while emphasizing regional developments and international collaboration. Noteworthy for its blend of practical insights and regulatory discussions, it serves as a valuable resource for professionals and stakeholders in the energy sector.

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Which podcasts are similar to OPIS Talks?

These podcasts share a similar audience with OPIS Talks:

1. Argus Media
2. Oil Markets
3. Catalyst with Shayle Kann
4. The Daily
5. Dwarkesh Podcast

How many episodes of OPIS Talks are there?

OPIS Talks launched 2 years ago and published 41 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on OPIS Talks?

Recent guests on OPIS Talks include:

1. Svenja Telle
2. Guadalupe Ruiz
3. Fred Ghatala
4. Charles Dayton
5. Vicky Patten
6. Dan Rockefeller
7. Mark Plamondon
8. Benjamin Steven

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