EU Emissions Trading System (EU ETS) Revision: Quiet before the storm?
What’s been driving EU ETS carbon prices in 2026? “If you take one thing from this section, it’s that the volatility is, for the most part, the market repricing political risk. So far this year, EU carbon has traded a lot more on policy narratives and geopolitics than on fundamentals,” said Henry Lush as he […]
Italy opens a new support route for biohydrogen
Italy’s new hydrogen CfD opens a dedicated support route for biohydrogen from biomass, biogas and biomethane. Veyt looks at how the scheme works, compares it…
September auction calendar to size ETS2 early auctions
With the Dec-28 future barely trading, September’s auction calendar will give the ETS2 its first firm supply signal, with the exact volume depending on natio…
More countries adopt industrial power schemes
Bulgaria, Ireland and Slovenia secured European Commission’s approval of national industrial power price schemes.
Ireland reiterates plan for Council position on ETS by December
Irish minister told the European Parliament he is confident the Council will reach a position on the ETS revision file on 11 December
Germany tables EEG 2027 support redesign
As the European Commission approval of the German EEG scheme expires on 31 December 2026 under the state aid law, the government overhauls the renewables sup…
SMAP and the removals pool: the biomethane angle to the ETS review
The ETS reform brings in play possibilities for biomethane, including a shipping fuel-cost subsidy worth roughly EUR 10 billion from 2028, and a larger schem…
Germany to redesign EEG support for new plants after 2027
As the European Commission approval of the German EEG scheme expires on 31 December 2026 under the state aid law, the government overhauls the renewables sup…
Free allocation estimates under the Commission’s proposal
The Commission’s 17 July proposal makes free allocation to industry more generous in both the short and long-term. For the 2026-2030 period, it adds roughly …
Hydro production declines across Europe amid dry weather but wind and solar generation are filling the supply gap
Hydro production in 2026 is underperforming 2025 production but wind and solar overperformance is pushing overall renewable electricity supply up.
