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17. July, 2026

Bearish: Confirmed LRF softens the cap trajectory

Carbon Team

Leaks have begun for the ETS review proposal coming out today. Reporting from Bloomberg and the Financial Times have shed light on the soon-to-be-proposed linear reduction factor values and the inclusion of international aviation into the EU ETS. Read more…

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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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24. July, 2026

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