Europe’s carbon market is entering a more politically sensitive phase. Ahead of the European Commission’s 2026 EU ETS review proposal, pressure is growing around industrial competitiveness, carbon costs, CBAM, and the future direction of climate policy.
In this edition of ETS Unfiltered, Veyt’s Chief Analytics Officer, Marcus Ferdinand, is joined by Michael Bloss, Member of the European Parliament for the Greens and one of the key negotiators in the upcoming EU ETS review.
The discussion focuses on how Europe is balancing climate ambition, industrial competitiveness, and public support for the Green Deal as negotiations around the future of the EU ETS begin to take shape.
Topics covered include:
- The political direction of the 2026 EU ETS review
- Carbon costs and competitiveness pressures facing European industry
- The future of free allocation and CBAM
- Investment leakage and industrial policy concerns
- Signals market participants should monitor ahead of the review
Watch the full recording to hear Marcus Ferdinand and Michael Bloss discuss the policy and market developments shaping the future of the European carbon market.
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