In the Veyt client-only webinar 2 July we discussed what to expect from the European Commission’s EU ETS Directive review proposal, scheduled for 17 July. Our expectations are fundamentally bearish EUAs compared to current regulatory framework – but likely not far off market expectations. Interaction between TNAC re-basing, MSR parameters (upper threshold + intake rate and release function) and LRF will be key price drivers.
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.
