Holiday Special 2025: The Year in Review | Part 1

We close out the year on SmarterMarkets™ with Part One of our Holiday Special 2025: The Year in Review. 2025 has been a big year full of big months here at Abaxx and at SmarterMarkets™, and we’re closing out 2025 by revisiting the conversations with our guests that helped us understand and articulate the themes that would come to define the year. 2025 was the year in which we discovered that this was not the energy transition that we were expecting; and the year in which a new geopolitical reality emerged and old geopolitical concerns resurfaced. It was the year featuring a tale of two carbon markets and the need for new weather markets to manage the risks posed by reliance on renewable power. And 2025 was the year in which there was both a new gold rush and a rush into tokenization. We hope you’ll sit back, relax, and enjoy Part One of our Holiday Special 2025: The Year in Review. Our guests in order of appearance: Andy Home – Senior Metals Columnist, Thomson Reuters SM213 – 1.18.2025 – The State of Play in Battery Metals Andrea Hotter – Special Correspondent, Fastmarkets SM214 – 1.25.2025 – The State of Play in Battery Metals Peter Zaman – Partner, HFW Singapore SM218 – 2.22.2025 – Carbon Frontiers 2025 Nobuo Tanaka – Executive Director Emeritus, International Energy Agency (IEA) SM246 – 8.30.2025 – Summer Playlist 2025 Helima Croft – Managing Director & Global Head of Commodity Strategy, RBC Capital Markets SM245 – 8.23.2025 – Summer Playlist 2025 Dave Ernsberger & Mark Eramo – Co-Presidents, S&P Global Commodity Insights SM251 – 10.4.2025 – Catching Up On Climate Rene Velasquez – Managing Partner, Valitera SM219 – 3.1.2025 – Carbon Frontiers 2025 Mark Lewis – Partner & Managing Director, Climate Finance Partners LLC and Former Head of Research, Andurand Capital SM216 – 2.8.2025 – Carbon Frontiers 2025 Hannah Hauman – Global Head of Carbon Trading, Trafigura SM250 – 9.27.2025 – Catching Up On Climate Theresa Kammel & Pierre Buisson – Originator & Senior Structurer, Weather & Agro Zurich, Munich Re SM241 – 7.26.2025 – Summer Playlist 2025