The $1.4 Trillion Carbon Bill: BNEF Puts a Number on Corporate Exposure Aug 16, 2026 BloombergNEF analysed 3,100 companies and found $1.4 trillion in carbon pricing exposure by 2035, with utilities and materials carrying the largest share. carbon price BNEF +3
1.9 Billion Extra Allowances by 2040: The Supply Math of the EU ETS Phase 5 Proposal Aug 11, 2026 The European Commission's EU ETS Phase 5 proposal could add over 1.9 billion allowances by 2040. What drives the surplus and what it means for EUA buyers. EU ETS carbon allowances +2
CBAM Could Cost India's Steel Exporters Far Less Than Feared, Sandbag Finds Aug 4, 2026 New Sandbag modelling puts the Indian steel sector's 2034 CBAM bill at EUR 407m under realistic conditions, less than half the business-as-usual estimate. CBAM India steel +1
Hungary Scraps Its Tax on Free EU Carbon Allowances After Losing at the EU's Top Court Aug 3, 2026 Hungary has retroactively repealed its EUR 36/t tax on free EU ETS allowances after the Court of Justice ruled it undermines the carbon market's core incentive. EU ETS free allocation +2
Europe’s ETS2 Carbon Market Is Stalling Before It Starts Jul 28, 2026 No trades in the ETS2 benchmark futures contract for almost two months expose a deeper problem: Europe’s new carbon market lacks political commitment. compliance market EU ETS +1
The EU ETS Reform Fight Is Really About Who Pays for Europe’s Next Decade of Decarbonization Jul 25, 2026 EU ETS reform is now a fight over the post-2030 cap, the 3.7% LRF, and who pays for Europe’s next decade of decarbonization. EU ETS CBAM +1
Why Shipping’s EU ETS Carbon Cost Recovery May Exist on Paper but Fail in Practice Jul 25, 2026 Shipping EU ETS cost recovery often fails in practice because charter party wording, proof, and enforcement gaps leave reimbursement rights weak. EU ETS compliance market +1
Europe’s New Aviation Carbon Price Could Reshape International Flight Costs and Credit Demand Jul 21, 2026 Europe’s aviation carbon price could reshape flight costs, CORSIA compliance, and demand for eligible credits as EU policy and US pushback collide. EU ETS carbon price +1
How the EU Could Turn Carbon Removal Into a Compliance Asset Jul 20, 2026 The EU may turn permanent carbon removals into ETS compliance assets, reshaping demand, project finance, and integrity rules for buyers and developers. EU ETS compliance market +1
How the EU’s Carbon Border Tax Could Shift Industrial Jobs Toward Southeast Asia Jul 20, 2026 CBAM may do more than raise import costs. It could push carbon-intensive industrial jobs and investment toward Southeast Asia. CBAM EU ETS +1
