SmarterMarkets™

We present a Special Episode of SmarterMarkets™, bringing you exclusive interviews from S&P Global’s CERAWeek 2026. SmarterMarkets™ was in Houston last week for CERAWeek to partner with S&P Global. We sat down with participants at the energy industry's most influential annual conference. The theme for this year's conference was Convergence and Competition: Energy, Technology, and Geopolitics – and the implications of the conflict in Iran were on everyone's mind. We’ve compiled a selection of those interviews into this Special Episode of SmarterMarkets™. If you would like to listen to the full interviews, they are available on the SmarterMarkets™ Presents media portal. They’re also available on our second podcast channel, SmarterMarkets™ Presents. Our guests are: Arjun Murti – Partner at Veriten & Publisher of "Super-Spiked" on Substack Susan Sakmar – Visiting Professor at University of Houston Law Center & Board Member of Flex LNG Jeff Currie – Chief Strategy Officer of Energy Pathways, Carlyle Radhika Krishnan – Chief Product and Technology Officer, Quorum Software Michael Greenstone – Director, Energy Policy Institute at the University of Chicago (EPIC) David Keith – Founding Faculty Director, Climate Systems Engineering Initiative, University of Chicago

We present a Special Episode recorded this past week at S&P Global’s CERAWeek 2026 in Houston, TX, where the theme was Convergence and Competition: Energy, Technology and Geopolitics. David Greely sat down with Aldo Flores-Quiroga in the Podcast Studio in the Nexus Ballroom at CERAWeek. Aldo is Non Resident Fellow for Latin America Energy Studies at the Center for Energy Studies (CES) at Rice University’s Baker Institute for Public Policy. David and Aldo discuss the role of convergence and competition in the North American energy industry, as well as global geopolitics following the U.S. military actions in Venezuela and Iran.

We present a Special Episode of SmarterMarkets™, bringing you exclusive interviews from BOCA 2026 – the FIA Global Cleared Markets Conference. SmarterMarkets™ returned to the conference, where we partnered with the FIA for our third year, sitting down with who you need to meet to bring you what you need to know. We’ve compiled a selection of those 13 interviews into this Special Episode of SmarterMarkets™. If you would like to listen to the full interviews, they are available on the SmarterMarkets™ Presents media portal. They’re also available on our second podcast channel, SmarterMarkets™ Presents. Our guests in order of appearance are: Walt Lukken – President & CEO, FIA Yuval Rooz – Co-Founder & CEO, Digital Asset D Shahrawat – Crypto & Digital Assets Lead, Bloomberg Intelligence Stuart Connolly – CEO, CloudMargin Travis Schwab – CEO, Eventus Alun Green – EVP & Managing Director, Futures & Options, Trading Technologies Anthony Crudele – SVP, NinjaTrader Joe Raia – CCO, Abaxx Exchange Chris Tripp – GM International, NinjaTrader Adrienne Muir – CEO, Avenir Alan Guarino – Vice Chairman, Korn Ferry Keith Todd & Joe Schroeter – Chairman & Chief Business Transformation Officer, Sapphire Technology Group Josh Crumb – CEO, Abaxx Technologies

We continue our Weathering Decarbonization series this week by welcoming Samantha Dart back into the SmarterMarkets™ studio. Samantha is Co-Head of Global Commodities Research at Goldman Sachs. David Greely sits down with Samantha to discuss how our changing energy system is weathering the conflict in Iran at the same time as its weathering decarbonization.

This week on SmarterMarkets™, we present a Special Episode Iranian Conflict: Geopolitics and Energy Markets with Helima Croft, Managing Director & Global Head of Commodity Strategy at RBC Capital Markets. David Greely sat down with Helima yesterday to talk about the current state of play in the conflict between Iran, Israel, and the United States. They discuss its implications for global geopolitics and energy markets – and the inflection points to watch to determine how the situation may unfold.

We continue our Weathering Decarbonization series this week by welcoming Peter Fusaro back into the SmarterMarkets™ studio. Peter is Founder of the Wall Street Green Summit. David Greely sits down with Peter to discuss the state of the conversation around decarbonization and sustainability at the intersection of finance and climate technology as we head into the 25th annual Wall Street Green Summit being held at the Cornell Club in New York City on March 10 and 11.

This week on Weathering Decarbonization, we welcome Hayn Park, Portfolio Manager for Energy Commodities, into the SmarterMarkets™ studio. David Greely sits down with Hayn to discuss how the energy transition is affecting power markets from fundamentals to their price dynamics and relationships to other markets – and what it takes to trade and manage risk in a more volatile and changing environment for power markets.

On our second installment of Weathering Decarbonization, we welcome Mark Lewis back into the SmarterMarkets™ studio. Mark is Partner and Managing Director at Climate Finance Partners LLC. David Greely sat down with Mark to discuss where the rubber is hitting the road in the EU-ETS, the impact on market participants and pricing dynamics, and what the future may hold as we move into compliance markets 2.0. Mark re-joined us Friday night to add his key takeaways from a turbulent week in the EU-ETS to this episode, which you can also read on his blog at climatemarketnow.com.

This week, we kick off our new series Weathering Decarbonization with Robin Girmes, Founder & CEO of Enwex. David Greely sits down with Robin to discuss his work at Enwex to better measure and help companies manage the growing weather-related risks to our power supply and energy prices.

We wrap up Setting Course 2026 this week with part two of our conversation with Robert Friedland and Jeff Currie. Robert is Executive Co-Chairman of Ivanhoe Mines and Co-Founder, Chairman, and CEO of I-Pulse. Jeff Currie is Chief Strategy Officer of Energy Pathways at Carlyle. David Greely sits down with Robert and Jeff to discuss what's happening at Davos, what the revenge of the miners and the real economy means for copper and other commodity prices, and the other big themes that Jeff is seeing for 2026 and beyond. We'll pick up with last week's conversation as Jeff discusses how the need to build out infrastructure for AI data centers is leading traditionally asset-light big tech companies to become asset-heavy.

This week on Setting Course 2026, we bring you part one of a two-part conversation with Robert Friedland and Jeff Currie. Robert is Executive Co-Chairman of Ivanhoe Mines and Co-Founder, Chairman, and CEO of I-Pulse. Jeff Currie is Chief Strategy Officer of Energy Pathways at Carlyle. David Greely sits down with Robert and Jeff to discuss what's happening at Davos, what the revenge of the miners and the real economy means for copper and other commodity prices, and the other big themes that Jeff is seeing for 2026 and beyond.

We continue our Setting Course series this week by welcoming Arjun Murti back into the SmarterMarkets™ studio. Arjun is Partner at Veriten and Publisher of "Super-Spiked" on Substack. David Greely sits down with Arjun to discuss the big themes he sees in energy for 2026, including the electrical power super cycle.

This week, we kick off our new series Setting Course 2026 by welcoming Former Senior CIA Official Rob Dannenberg back into the SmarterMarkets™ studio. David Greely sits down with Rob to discuss the inflection point being created by the Russian war in Ukraine, the capture by the United States of Venezuelan President Maduro, and the potential implications of this widening of the range of acceptable behavior by great powers as we move into 2026.

We begin the new year on SmarterMarkets™ with Part Two of our Holiday Special 2025: The Year in Review. This week, we’re continuing to revisit the conversations with our guests that helped us understand and articulate the themes that would come to define 2025. It 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 Two of our Holiday Special 2025: The Year in Review. Our guests in order of appearance: Josh Crumb – Founder & CEO, Abaxx Technologies SM229 – 5.3.2025 – Gold for the 21st Century Steve Lowe – Strategic Advisor for Precious Metals, Abaxx and Former Managing Director, Co-Head of Global Base and Precious Metals, Scotiabank SM231 – 5.17.2025 – Gold for the 21st Century Sunil Kashyap – Managing Director at FinMet Pte Ltd., Singapore SM224 – 3.29.2025 – Gold for the 21st Century Wade Brennan – CEO & Co-Founder, Kilo Capital SM225 – 4.5.2025 – Gold for the 21st Century Thom McMahon – Co-Founder, Abaxx Technologies SM235 – 6.14.2025 – Gold for the 21st Century Albert Cheng – CEO, Singapore Bullion Market Association (SBMA) SM240 – 7.19.2025 – Summer Playlist 2025 Ian Forester – Head of Product, Abaxx Technologies SM254 – 10.25.2025 – Re-engineering Tokenization Riley Hughes – Co-Founder & CEO, Trinsic SM258 – 11.22.2025 – Re-engineering Tokenization Carrie Jaquith – Global Head of Digital Product, Abaxx Technologies SM257 – 11.15.2025 – Re-engineering Tokenization Leah Wald – Digital Title Lead, Abaxx Technologies SM261 – 12.13.2025 – Re-engineering Tokenization Walt Lukken – President & CEO, FIA SM262 – 12.20.2025 – Re-engineering Tokenization Josh Crumb – Founder & CEO, Abaxx Technologies SM253 – 10.18.2025 – Re-engineering Tokenization