In this episode of Carbon Trading Chronicles, we sit down with carbon trader Oliver Triton to unpack the ripple effects of rising tariffs on EU and UK carbon markets.  Triton offers sharp insights into how market participants are recalibrating strategies in the face of protectionist trends and regulatory uncertainty.

 We also dive into the potential of carbon trading at €60 or €80. Which outcome is likely more viable? And what other price horizons are more likely to be reached by the end of 2025?

Tune in as we connect the dots between macroeconomic stressors and the EU ETS in a rapidly evolving landscape.

• Stefan Feuchtinger - Head of R&A at Vertis Environmental Finance.

• Riham Wahba - Senior Market Analyst at Vertis Environmental Finance.
• Oliver Tritton - Co-Founder at Carbon Insights

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In this episode of Carbon Trading Chronicles, we dive deep into the intricate relationship between the gas and carbon markets, featuring insights from Seb Kennedy, energy journalist and creator of the  newsletter Energy Flux. Seb and Riham offer a unique perspective on how geopolitical tensions have amplified risk premiums in gas markets and, in turn, influenced European carbon pricing. They also explore the growing correlation between gas prices and carbon markets, the opaque nature of hedge fund activity, and the strategic maneuvering of gas storage operators seeking to balance regulatory mandates with market realities.

*Energy Flux: https://www.energyflux.news/

Welcome to the final episode of 2024! This year has been a rollercoaster marked by unexpected twists and steady patterns in EU ETS trading. In this special year-end review, Vertis analysts and Alessandro Vitelli, aka The Carbon Reporter, dissect the pivotal moments that shaped the EU ETS market. Together, they reflect on a year that left market participants caught between exasperation, anxiety, and cautious hope. Stay tuned for 2025!

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In this episode, we examine the EU and UK ETS at a pivotal period, with analysts offering diverging price forecasts. Some anticipate a decline to €50, while others foresee long-term growth. Are these projections realistic or merely market conjecture? Join us for insights from Stefan Feuchtinger and Riham Wahba.

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Welcome to Season 2 of Carbon Trading Chronicles!

In our first episode, we unpack what’s been happening over the summer, from market volatility to geopolitics, and analyse what these developments mean for the compliance period ending this September.

We also get exclusive expert views on the auction process, exploring the intricacies, challenges, and practicalities that shaped the evolution of carbon trading. We do not stop there as we also look ahead to 2025, discuss potential trends, policy changes, and market expectations that could reshape the landscape.

What have you missed in the carbon markets over the summer and what can you expect in the coming weeks?

Riham Wahba, Stefan Feuchtinger, and Nanne Visser 't Hooft answer all these questions and more in the first episode of season 2 of Carbon Trading Chronicles.

In this final episode of our first season, carbon experts analyse how trading practices have changed, which new players are reshaping the market and what current trends are influencing trading activity. They will compare long-term and short-term trading strategies, explore the influence of politics, speculators and the weather on market decisions, and examine the opportunities arising from the competition between algorithms and human traders.

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