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Europe’s chemical industry is entering a new phase of carbon exposure.
As the EU ETS tightens, rising carbon costs, declining free allocation, and upcoming benchmark updates are set to reshape the competitive landscape for one of Europe’s most important industrial sectors.
In this ETS unfiltered discussion, Veyt’s Chief Analytics Officer, Marcus Ferdinand interviews Cefic’s Director General Marco Mensink to examine how these structural changes are likely to unfold – and what they mean for companies operating under the EU carbon market.
Why this discussion matters
Recent developments have brought the EU ETS and industrial competitiveness to the centre of policy debate.
Industry stakeholders, including Cefic, have raised concerns about the impact tightening carbon constraints on European manufacturing. At the same time, the EU carbon market is designed to make emissions scarcer and accelerate long-term decarbonisation.
This creates a fundamental tension:
How can Europe maintain a strong carbon price signal without undermining industrial competitiveness?
What will you learn
In this recording, you will gain insight into:
- How EU ETS reforms are affecting the chemical industry
- The outlook for carbon costs and projected EUA prices
- The implications of the phase-out of free allocation
- What the 2026 benchmark updates could mean in practice
- How to interpret policy signals ahead of the EU ETS review
- What market participants should watch in the months ahead
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Enter your details below to watch the full discussion and gain access to Veyt’s latest insights on the EU ETS and the chemical industry.
