EU ETS1, EU ETS2, North American Carbon, GCC
GOs, REGOs, Global Certificates
Asset valuation, Deal flow, Market prices
Biomethane, Transport fuels
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Comments from Commissioner Maroš Šefčovič point to a looming suspension of fertilizers from the scope of the EU’s carbon border levy. The unilateral move from the Commission will be made possible pending trilateral agreement on the CBAM scope expansion amendment. Doing so has little direct impact on the EU ETS, however the rules allowing the rapid changes in scope combined with ambiguous parameters for doing so may undermine confidence in the EU CBAM.
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.
Veyt specialises in data, analysis, and insights for all significant low-carbon markets and renewable energy.