EU ETS1, EU ETS2, North American Carbon, GCC
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Asset valuation, Deal flow, Market prices
Biomethane, Transport fuels
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Following a late trilogue on 12 December that bled into the morning, negotiators have reached a tentative agreement on the Carbon Border Adjustment Mechanism (CBAM).
While all the final details are not hammered out, the functioning of the system is intended to expose third country industry importing to the EU to the same carbon costs faced by domestic industry. Operationally, importers will be required to purchase and …
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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