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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From 2024, CO2 emissions from shipping to/from/within Europe will gradually become subject to the EU emission trading system (ETS). Some 80 m tonnes of annual emissions will be covered under the scheme. That volume might seem a relatively modest addition to the approximately 1,200 Mt EU ETS, but under current assumptions, the maritime sector is set to be net short from 2027 and become a significant competitor for a steadily decreasing supply of EUAs.
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.