Tag: Eu Ets

Germany opposes the Commission's plan to halve the MSR intake rate to 12% as the EU ETS overhaul heads to a December Parliament vote. What it means for EUA prices.

BloombergNEF analysed 3,100 companies and found $1.4 trillion in carbon pricing exposure by 2035, with utilities and materials carrying the largest share.

The European Commission's EU ETS Phase 5 proposal could add over 1.9 billion allowances by 2040, an environmental think tank estimates. What drives the surplus and what it means for EUA buyers.

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.

Hungary has retroactively repealed its EUR 36/t tax on free EU ETS allowances after the Court of Justice ruled it undermines the carbon market's core incentive.

No trades in the ETS2 benchmark futures contract for almost two months expose a deeper problem: Europe’s new carbon market lacks political commitment.

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.

Shipping EU ETS cost recovery often fails in practice because charter party wording, proof, and enforcement gaps leave reimbursement rights weak.

Europe’s aviation carbon price could reshape flight costs, CORSIA compliance, and demand for eligible credits as EU policy and US pushback collide.

The EU may turn permanent carbon removals into ETS compliance assets, reshaping demand, project finance, and integrity rules for buyers and developers.