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Carbon Border Adjustment Mechanism
Carbon Pricing
Chemical Industry
Iran
Electricity Costs
Biofuels
South Africa
Indonesia
European Union
Energy
Colombia
Oil
Brazil
Chrome Ore
Ferrochrome Industry
Coal
Electric Vehicles
Decarbonization
Plastic Recycling
EU Carbon Markets

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

PublishesWeeklyEpisodes44Founded2 years ago
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Latest Episodes

OPIS TALKS REFINED FUEL:

The global shipping and freight landscape has undergone a chaotic transformation as an ongoing conflict between the U.S. and Iran completely scrambles global product flows. In the episode of OPIS Talks, the first of a limit... more

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OPIS TALKS COAL, METALS & MINING:

In this latest Tariff Talk Charles and James focus — again — on Iran. We talk about how the situation might play out and why a deal is so hard to come by. We discuss risks stemming from the Iran situation, and parti... more

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OPIS TALKS COAL, METALS & MINING:

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 impact... more

YouTube

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 retir... more

YouTube

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Recent Guests

Tom Sosnowski
Associate Director of Global Marine Fuels for OPIS
OPIS/Dow Jones
Episode: Strait Constraints: Skyrocketing Freight Rates and the Global Energy Crisis
Henry Kronk
Senior reporter covering the VCM and author on Corsia
OPIS; Wall Street Journal Sustainable Business Pro
Episode: Up in the Air: Charting CORSIA's Complicated Carbon Path
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: 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

Hosts

Charles Dayton
Host of Tariff Talk; background in macro policy and tariffs
Humberto J. Rocha
Host on OPIS Talks; multiple roles across OPIS platforms
Humberto Juarez Rocha
Host on OPIS Talks; senior editor and energy policy commentator

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Talking Points

Recent interactions between the hosts and their guests.

Strait Constraints: Skyrocketing Freight Rates and the Global Energy Crisis
Q: What timeline do you see for the Strait of Hormuz to reopen and for global freight to normalize?
Industry estimates suggest 18 to 22 weeks as a realistic target for a full recovery, assuming a ceasefire or peace and effective restoration of refining and shipping infrastructure; however, safety, insurance, and ongoing regional tensions could extend this.
Strait Constraints: Skyrocketing Freight Rates and the Global Energy Crisis
Q: Could you explain how the rerouting around the Cape of Good Hope is affecting costs for bunkers and overall shipping?
Rerouting around the Cape adds 10 to 15 days of voyage time, increasing fuel, crew, and handling costs; it also raises demand for bunker fuel in the African region and tightens terminal capacity, collectively pushing freight and final product prices higher.
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.
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.

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Frequently Asked Questions About OPIS Talks

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

OPIS Talks frequently features high-level conversations with experts spanning energy markets, carbon policy, decarbonization infrastructure, and regulatory developments. Episodes plot the interplay between tariffs, geopolitics, and energy flows; carbon markets and CORSEA/CBAM dynamics; and the evolving regulatory landscape for biofuels, biodiversity metrics, and industrial decarbonization. Notable throughlines include a strong emphasis on regulatory impact, market signaling, and practical implications for traders, policymakers, and industry executives. The show often blends macro policy with technical market detail, making it attractive for listeners who want both context and actionable insights. A standout aspect is its recurring ability t... more

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Which podcasts are similar to OPIS Talks?

These podcasts share a similar audience with OPIS Talks:

1. All-In with Chamath, Jason, Sacks & Friedberg
2. Reuters Morning Bid
3. Energy Gang
4. The Compound and Friends
5. Exchanges

How many episodes of OPIS Talks are there?

OPIS Talks launched 2 years ago and published 44 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. Tom Sosnowski
2. Henry Kronk
3. Svenja Telle
4. Guadalupe Ruiz
5. Fred Ghatala
6. Charles Dayton
7. Vicky Patten
8. Dan Rockefeller

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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