EU ETS1, EU ETS2, North American Carbon, GCC
GOs, REGOs, Global Certificates
Asset valuation, Deal flow, Market prices
Biomethane, Transport fuels
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Veyt’s new 12-month price forecast covers generic wind-hydro-solar guarantees of origin (GOs) for the 2026, 2027, and 2028 vintages, the most traded and volatile vintages in the market. The forecast builds on an ensemble approach weighing ten machine learning models by their latest accuracy, with inputs from Veyt’s fundamentals and balance forecast as well as power and carbon prices; the models are refitted after each month-end and run every Friday to capture the past week’s GO price moves.
The update sets out the expected price path for each vintage against current trades, the role of the market surplus and the disclosure season, where the models agree and diverge, and the hydrology, demand, and weather factors that could move GO prices in either direction.
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Veyt specialises in data, analysis, and insights for all significant low-carbon markets and renewable energy.