Webinar on-demand: Emissions 2025 focus
Our expert analysts Trevor Sikorski (Head of Natural Gas and Emissions), Ben Lee (Senior Emissions Analyst) and Anuran Khan (Senior Carbon Markets Analyst) shared their insights on the future of emissions pricing, projecting trends and expectations as we look forward to 2025 and 2026.
During this webinar, our expert analysts discussed:
- The changing fundamentals in the EU and UK compliance markets and what this means for price direction.
- How political uncertainty in North America is affecting the European markets.
- The outlook for the offsets market as the Paris Agreement markets take shape.
Webinar recorded on 18 February 2025
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Recent insights
Previously released for Energy Aspects subscribers, EA Founder and Director of Market Intelligence Dr Amrita Sen sits down with John Normand, Head of Investment Strategy at AustralianSuper. They discuss: John does not expect a US recession, rather he sees a compression story where RoR of investing in the US is more comparable to other countries. Fund continuing to diversify away from Australian assets, inherently exposed to China; John believes China is going through one of the world's most significant growth compressions in last 50 years. Without government intervention to actively buy the excess properties in the market, there is no case to be overweight China structurally. John still believes risk assets will outperform safe havens, but by less than previously as earnings growth will no longer be above trend. A ceiling on growth also constrains multiples. Energy transition a key topic in the fund; Amrita notes clear headwinds for Chinese growth, but another supercycle cannot be ruled out given weak upstream/downstream investment. Podcast recorded on 11 June 2025.
Explore our Energy 360 Market Insight analysing the drivers of global energy market volatility, oil, gas, and refined products outlook into 2026.
What was covered in the webinar: An introduction to Energy Aspects’ Alternative Data suite and the integration of data scientists with analysts to enhance market insights. An overview of LNG market developments , including the upcoming supply wave and the importance of tracking LNG trains individually for accurate market analysis. Explanation of proprietary construction monitor curves and their role in revising supply balances and identifying project delays, with examples of client demand for these as standalone products. Details on the construction monitor dataset , which tracks projects through to mechanical completion and provides both historical and under-construction asset data. Insights into the expansion of alternative data use cases, particularly for understanding gas demand and broader energy market trends. Webinar recorded on 18 November 2025.
