Market Forces’ Post

📣 Eurogas and other members of the Joint Energy Associations Group (#JEAG), call on EU Institutions to retain the Ancillary Activity Exemption in the ongoing MiFID II commodities review. 🔎 The Ancillary Activity Exemption plays a critical role in fostering liquid, competitive, and efficient #energymarkets, enabling secure, affordable, and sustainable energy supplies. Removing this exemption would introduce excessive regulatory burdens, which could pose risks to liquidity and raise #costs for consumers, hindering Europe's ambitions for the energy transition. We also urge policymakers to ensure the review considers existing regulations (such as MiFID/IFR) and fully assesses recent enhancements like stronger market surveillance and liquidity management rules before recommending further changes. ✨ A comprehensive and balanced approach is vital to maintain Europe's global #competitiveness while supporting the transition to a carbon-neutral energy system. Read our full recommendations here ➡ https://lnkd.in/gT4pubSN #EnergyMarkets #MiFIDII #EnergyTransition #GreenDeal #REPowerEU

Congratulations to my good friend Steve Mason, Chairman & CEO of Reconciliation Energy Transition Inc (RETI), and his management team on entering into a partnership with Japan’s Sumitomo Corporation for the RETI East Calgary Region Carbon Transportation & Sequestration Hub project (CTS Hub). The CTS Hub Project will complete front-end engineering and design (FEED) with the target of first carbon capture and storage (CCS) operations in 2026. The CTS Hub will involve construction of compression capacity, a carbon dioxide (CO2) pipeline network, and injection and monitoring wells to support permanent CCS in deep saline aquifers located east of Calgary, with the potential to store up to 10 million tons per year. The open-access hub will provide a CCS-as-a-service solution for existing emitters. Potential customers include power plants, clean hydrogen production facilities, biofuel production facilities, direct air capture (DAC) facilities, and other industrial emitters. Calgary-based RETI, established in 2019, is a private development company focused on low-carbon energy transition projects in partnership with Indigenous nations and industry. I worked closely with Steve Mason on the early conceptualization and startup of RETI and admire Steve’s dogged determination to see this concept through to realization. As I was founding academic director of UCalgary’s Global Energy Executive MBA from 2010-2018, I appreciate the shoutout to the program from my friend and former Global Energy Executive MBA student Greg Fagnan, RETI’s VP- Corporate Services & CIO: “While contributing to this JV, I couldn't help but think (sometimes daily) about my Global Energy Executive MBA Alumni from the University of Calgary. We went through a lot together: so many textbooks, HBRs, and case studies. I can't imagine a better academic experience to prepare a person/team for embarking on a similar mission --> all course material was directly applicable...sometimes eerily so.” (See UCalgary Global Energy EMBA videoclip: https://lnkd.in/g2g_eJtf). For a global perspective on climate change and energy transition check out my new documentary film Without Leaving Anyone Behind: Humanity at an Energy Crossroads and book a group screening (we’re in discussions with broadcasters and streamers and should have the film widely available there soon): https://lnkd.in/g2kMdpvA Stephen Mason Greg Fagnan Gina Grandy

JPMorgan Upgrades YPF, Predicts Growth for Argentine Energy Sector https://ow.ly/oK7Z50UF6K1 #JPMorgan #YPF #ArgentineEnergy #EnergyGrowth #EnergySector #Investment #EnergyMarket #Argentina #EnergyInnovation #FinancialNews

Lavin, founded in 2015, we are entering what promises to be our most exciting year yet—marking a decade of innovation and growth. Our journey began with a focus on trading oil cargoes, and through strategic investments in the financial services sector in London. Together, we’re committed to helping you navigate and capitalise on opportunities in the Energy Sector. As traditional banks rapidly decouple, Private Credit is stepping in to meet the financing needs of niche projects, offering attractive returns on investment. This shift presents unique opportunities for investors, and we are well-positioned at the forefront of this landscape. With over 20 years of industry experience, we specialise in both crude oil, fuels and emerging energy solutions. Our network includes some of the most successful professionals in the field, and we’re proud to count them as both colleagues and partners as we continue to innovate and drive growth in this dynamic sector. #finance #invest #trading #oil #gas #energy

Canadian Energy Equity – Just keeps getting better       1)     Growing US Dollar export earnings 2)     Dividend Yield > 30 Year Avg. Corporate Bond Yield 3)     Canadians should have equity in Canada Add to the list! #energy #canada #investing #economy #markets Investable example could include a basket of upstream, downstream and integrated Canadian Oil and Gas BMO Global Asset Management Source: TradingView, ZEO.TO (Equal Weight Canadian Energy Sector ETF), D, Year to date returns = 25% and counting

👍 Weekly Positive VCM News: 1️⃣ Voluntary Carbon Market organizations join forces and sign onto the "Open Letter to Future Carbon Credit Buyers”, calling for pragmatic action now 2️⃣ DGB Group signs €2.5m purchase agreement for its Kenya reforestation project, representing the largest single order in DGB’s history 3️⃣ Following two earlier funds, Denmark announced a third $4.2b fund to support new carbon capture and storage (CCS) initiatives 4️⃣ Morgan Stanley IM sets up $750m fund to invest in growth stage carbon removal and reduction companies 5️⃣ Gold Standard set to publish early coal decommissioning carbon methodology in 2025 👉 Sources in the comments #carbonmarkets BlueLayer #carbonprojectdevelopers

MET Group Secures EUR 1.1 Billion Facility to Strengthen Energy Trading and LNG Import MET Group, one of Europe’s fastest-growing energy companies, has finalized a significant EUR 1.1 billion Borrowing Base Facility (BBF) to bolster its Sales and Trading segment. The new facility underscores the strong confidence of banking partners in MET’s integrated business model. ING Bank N.V., acting as Coordinator, Security, and Facility Agent, led the structuring of the facility, with support from Coöperatieve Rabobank, Natixis CIB, and Société Générale as active Bookrunning Mandated Lead Arrangers. The facility is further backed by a consortium of 13 additional international banks. It includes an accordion option that allows for an increase up to EUR 1.7 […] Read the full story here: https://lnkd.in/dbx8zECH #solarenergy #alternativeenergy #solarpv #pvsolar #photovoltaic #cleanenergy #cleantech #climatechange #bbf #decarbonization #energy #energysecurity #europe #metgroup

Established in 2015, the year to our 10th Anniversary is becoming our most exciting year to date. Our Family Office started with the involvement in Trading Oil Cargoes and thanks to our Investments into the Financial Services in London we have pooled together some of the best Financial Services Professionals to work with us to facilitate your investments within the Energy Sector . Banks are decoupling rapidly, and at the same time Private Credit is embracing the opportunity to fill the financing requirements of niche projects offering very attractive ROI. Whether it be Crude or Hydrogen we are firmly are at forefront having worked within Industry for over 20 years and include some of the most successful professionals in Industry as our colleagues and partners. #oilandgas #energyprofessionals #financing #investinginenergy

Darren Eurich, CEO of ATB Capital Markets, spoke with The Globe and Mail about Canada's energy sector, our opportunity to be global leaders in the future of #energy, and why consistent, knowledgeable support for the industry is critical. Read more: https://lnkd.in/g5xWANUj #Investment #Canada #EnergySector

In May, the ATB Capital Markets’ Spring 2024 edition of the Energy Sector Survey was released. Executives across #explorationandproduction, #energyservices and institutional investors shared their sentiment and expectations. After discussing the importance of the Trans Mountain pipeline expansion, Mark Parsons, ATB’s Chief Economist, and Tim Monachello, Managing Director of Institutional Research, discussed what the industry anticipates with regards to crude differentials, and what new #LNG opportunities are expected to rise to the top. Watch video segment: #equityresearch