Reforms to EU ETS coverage and free allocation rules will increase costs for conventional, emissions intense hydrogen producers while providing additional incentives for their low and zero carbon hydrogen counterparts.
The 2023 update of the EU ETS directive widened the coverage of hydrogen production sites that emit CO2. Previously, only installations with production capacity of 25 tonnes per day were included. With the latest reform, this threshold was reduced to 5 ton…
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.
Specialising in data, analysis, and insights for all significant low-carbon markets and renewable energy.
