20. March, 2026

30 billion ETS Investment Booster – binding member states to the mast

As one of four measures to address EU ETS and carbon cost concerns, the Commission has proposed establish an EUR 30 bn Investment Booster to support and speed up industrial decarbonisation. The proposal to ringfence member state auction revenues plays the ball back to European governments, and we read it as a way to secure funding toward the EUR 100 bn Industrial Decarbonisation bank, whereby EUR 30 bn should stem from voluntary contributions from member states.

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EU ETS Weekly price drivers

A weekly cap of what moved EUA prices and a clear view of the week ahead. We set out the drivers, their directional impact, and what matters next.

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