Webinar recording | Originally held Thursday 8 October 2026
The European Guarantees of Origin (GO) market experienced significant price movements in 2026, driven by hydrological deficits, changing renewable energy supply, and evolving demand. With GO prices testing the €2/MWh level, questions emerged over whether the market was shifting from persistent oversupply towards tighter conditions.
In this webinar, Veyt’s renewable power analysts examined the market fundamentals behind these developments, assessed the influence of European policy, and presented findings from the Veyt Autumn GO Market Survey to understand how market participants viewed the outlook for GO prices.
The discussion combined Veyt’s proprietary market analysis and forecasts with industry sentiment to assess the drivers shaping the remainder of the 2026 disclosure period and beyond.
What the webinar covered
- GO market fundamentals and price developments: The impact of hydropower deficits, renewable generation, issuance, cancellations, and changing supply and demand balances.
- European policy and regulatory developments: How sustainability reporting requirements, industrial state aid, nuclear GOs, and potential changes to certificate matching could influence the market.
- GO price outlook and market forecasts: Veyt’s assessment of tightening market conditions, near-term price risks, and longer-term developments towards 2030.
- Autumn GO market survey findings: Results revealing increasingly bullish market sentiment, shifting price expectations, and differences in how market participants assessed future supply and demand.
What did the Autumn GO market survey reveal?
How had market sentiment changed following the recent recovery in European GO prices?
During the webinar, Veyt’s analysts presented findings from the Autumn GO Market Survey, examining how market participants assessed price expectations, supply and demand fundamentals, and the outlook for the 2026 disclosure period and beyond.
The results revealed a shift in market sentiment, while highlighting continued uncertainty around the drivers that could affect future GO prices.
Speakers
- Daniel Arnesson, Lead Energy Analyst, Veyt
- Christos Mavrogiannis, Renewable Power Analyst, Veyt
- Matthew Watson, CEO, Veyt (moderator)
