The role of the ETS Investment Booster in boosting supply short-term is not evident, and from the sparce information available it appears more likely to be a revenue-shifting rather than a supply-boosting instrument. However, assuming the 400Mt-strong mechanism will be financed through added supply until 2030 – from eg MSR holdings or frontloaded phase 5-volumes, EUA prices could dive by on average 22 percent until 2030.
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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