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26. January, 2026

New sectors added to the carbon-cost state aid compensation

EACsPPAs
Mary Polovtseva

In December 2025, the Commission extended state aid for indirect emission costs to 20 more sectors, compared to the original 14, which could be expected to drive more market players to use unbundled Guarantees of Origin (GO) or Power Purchase Agreements (PPAs) with bundled GOs to meet the 30 % carbon-free electricity sourcing criterion, among others.

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Carbon
EU ETS1, EU ETS2, North American Carbon, GCC
Carbon
EU ETS1, EU ETS2, North American Carbon, GCC
Fuels
Biomethane, Transport fuels
Fuels
Biomethane, Transport fuels
Power Purchase
Agreements (PPAs)
Asset valuation, Deal flow, Market prices
Power Purchase
Agreements (PPAs)
Asset valuation, Deal flow, Market prices
Energy Attribute Certificates (EAC)
GOs, REGOs, Global Certificates
Energy Attribute Certificates (EAC)
GOs, REGOs, Global Certificates

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