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12. August, 2026

Several countries expand CO2 compensation coverage – GO, PPA booster

EACsEuropean CarbonPPAs
Mary Polovtseva

Changes to national compensation schemes for indirect EU ETS costs are expanding support for energy-intensive industries across several European countries. This analysis looks at what the revised rules could mean for GO and PPA demand, where the strongest effects may emerge, and why the direct impact on EUA prices is likely to remain limited.

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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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