CEO Market brief – by Veyt is a monthly video series offering concise, executive-level insight into the key forces shaping energy and environmental markets.

In each episode, Veyt’s CEO, Matthew Watson, is joined by senior analysts or industry experts to examine short-term signals, structural drivers, and policy developments across carbon, renewable certificates, power purchase agreements, and fuels.

The focus is not commentary, but interpretation: what matters, why it matters, and how markets are responding.

Carbon markets under pressure: policy uncertainty versus fundamentals

In the latest episode, Veyt’s Chief Analytics Officer discusses the sharp divergence between EU ETS fundamentals and recent price movements.
Despite a significantly tighter EU ETS balance this year and into the next compliance period, carbon prices have softened as political signalling ahead of the EU ETS review has dominated sentiment.
The discussion explores

• Fundamental supply-demand dynamics in the EU ETS
• The role of political narratives in short-term price formation
• Key regulatory milestones expected over the coming months
• What compliance buyers, traders, and risk managers should be watching

Why this series

Markets are increasingly shaped by policy design, regulatory timing, and political communication. CEO Market Brief – by Veyt provides a structured repeatable format to help market participants interpret these signals with clarity.
Each briefing is grounded in Veyt’s proprietary market models, policy tracking, and analyst research, offering context beyond headlines.

Access deeper analysis across carbon, power, renewable certificates, and fuels – informed by policy tracking, market modelling, and analyst insight.

• Subscribe to Veyt’s monthly market newsletter for cross-market context and key developments

• Explore the EU ETS Weekly Price Drivers for a focused view on what is moving carbon prices week to week

Or request a demo to access Veyt’s full market intelligence platform.