EU ETS Review | European Carbon Market Analysis

Questions Veyt answers

The EU Emissions Trading System (EU ETS) has entered a review process that will set the stage for carbon prices, industrial competitiveness and decarbonisation decisions across Europe for years to come. Uncertainty on the future design and set-up of the EU ETS is already shaping expectations, positioning and price formation. As the debate unfolds, EUA prices can shift, long before the outcome is decided.  

With this much riding on the review, the market is looking for smart answers to complex questions including:

Which policy elements are gaining traction?
What are short-term implications for sentiment and price formation?
How sensitive are prices to possible ETS review outcomes?
How would cap adjustments or allocation changes reshape supply?
What does this mean for exposure risk and investments?

What Veyt improves

Veyt’s team of dedicated carbon market specialists provides you with expert analysis and commentary as the debate evolves, and quantifies what changes to design elements can mean for allowance supply, market balance, and the price trajectory.

Better timing

Get an early read on how the debate is shaping up and time decisions more effectively with ongoing updates and price signals.

Better timing

Get an early read on how the debate is shaping up and time decisions more effectively with ongoing updates and price signals.

Anticipate market changes

Know which policy files are important to watch and enrich your view on the most important short- and long-term drivers shaping carbon prices

Anticipate market changes

Know which policy files are important to watch and enrich your view on the most important short- and long-term drivers shaping carbon prices

Manage risk proactively

Get forecasts of allowance supply, market balance and prices to help you know what the impact of the review can mean for your strategy, risk and financial decisions.

Manage risk proactively

Get forecasts of allowance supply, market balance and prices to help you know what the impact of the review can mean for your strategy, risk and financial decisions.

Stress test your strategy

Use our scenario models to stress test your strategy against alternative outcomes for the review and boost your level of preparation.

Stress test your strategy

Use our scenario models to stress test your strategy against alternative outcomes for the review and boost your level of preparation.

Get to know Veyt - as the debate unfolds

Explore possible price scenarios

See how different policy design choices can reshape price trajectories, market balance, and investment conditions using Veyt’s EU ETS scenario modelling tool.

Learn about bespoke modelling

Reduce ambiguity. Our consultants quantify how EU ETS policy design shapes market balances and carbon prices – based on your specific policy questions, review position, and decision timeline.

Interpret signals and assess outcomes

The Veyt EU ETS Position Tracker enables you to interpret relevant political signals and the direction of policy. The tracker consolidates known positions into one auditable dataset, and enables you to assess the likelihood of different outcomes, based on the relative political weight of decisionmakers.

Understand industrial economics

When industry drives EUA prices, it’s essential to have granular-level insights. The need for detail is why Veyt has enhanced our EUA forecast with detailed EU industrial emissions, enabling you to connect emission trends to production activity and get clear visibility into the economics behind industrial abatement.