Europe’s Missing Social Climate Plans: Why the EU’s €85 Billion Delay Could Reshape Carbon Policy Jun 30, 2026 · Regulation The EU’s delayed Social Climate Plans could slow ETS2 rollout, weaken public support, and reshape carbon pricing expectations across Europe. EU ETS carbon price +1
Why the EU’s Carbon Border Tax Still Leaves Exporters Exposed Jun 29, 2026 · Regulation The EU CBAM covers imports, not exports. That leaves EU steel, cement, aluminium, fertilisers, and hydrogen producers exposed to carbon cost gaps abroad. EU ETS CBAM +1
Europe’s Carbon Revenue Fight: Why Eastern Member States Want a Bigger Social Fund Before ETS2 Jun 22, 2026 · Regulation Eastern member states want a larger Social Climate Fund before ETS2. Here’s how carbon revenue redistribution could shape price stability and political durability. EU ETS carbon price +1
Why Europe’s Green Steel Lobby Wants a Stronger ETS, Not a Weaker One Jun 22, 2026 · Regulation Europe’s green steel producers want a stronger EU ETS because credible carbon prices protect low-carbon investment, CBAM, and long-term competitiveness. EU ETS CBAM +1
Why EU-UK ETS Linkage Could Be the Next Structural Catalyst for Carbon Prices Jun 21, 2026 · Market EU-UK ETS linkage could reshape carbon pricing by deepening liquidity, tightening basis risk, and changing how buyers hedge compliance exposure. EU ETS carbon price +1
Why the EU Is Expanding CBAM Now: The Trade, Climate, and Industrial Stakes Behind the Next Phase Jun 13, 2026 · Regulation The EU is expanding CBAM in 2026 to cover more downstream goods, tighten anti-circumvention rules, and reshape trade, pricing, and supply chains. CBAM EU ETS +1
How the EU Is Tightening CBAM: What Importers, Exporters, and Carbon-Intensive Industries Need to Watch Next Jun 12, 2026 · Regulation The EU is tightening CBAM. Here is what importers, exporters, and carbon-intensive industries should watch as anti-elusion rules and scope expand. CBAM EU ETS +1
ETS2’s New Safeguards: What the EU’s Price-Control Deal Means for Carbon Markets, Consumers, and Policy Risk Jun 11, 2026 · Regulation The EU’s 2026 ETS2 deal strengthens price controls before launch, shaping carbon market stability, consumer costs, and investor risk. EU ETS carbon price +1
EU ETS Reform and the Battle Over Free Allowances: Why Investors Want a More Predictable Carbon Market Jun 10, 2026 · Regulation Investors want a predictable EU ETS as free allowances become more conditional. Here is what reform means for price signals, industry, and capital. EU ETS carbon price +1
Why the EU's €30 Billion Carbon Market Tool Matters for ETS Price Floors and Permit Supply Jun 5, 2026 · Market The EU is designing a €30 billion carbon market investment tool to prevent a permit surplus from crashing EUA prices. What it means for compliance buyers, industrial emitters, and the future of the ETS. EU ETS carbon price +2