Carbon Trading Chronicles

2040 seems like a way too broad time horizon, but as companies start to think about their long-term investment strategies is worth to start thinking: how will the EU ETS look like 17 years from now?

In the absence of reforms, the actual system would force the decarbonization of EU ETS covered industries by as soon as 2039-2040. Is this a likely scenario? It doesn’t seem feasible for industries like aviation or cement production.

With the help of Julia Michalak, EU policy Director at IETA we will try to disentangle the potential changes that could be implemented in the system in order to meet the decarbonization goals while maintaining competitiveness in the EU industry.

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In this second episode, we delve into the complex world of gas and its profound implications on the European carbon markets. The hosts and our guests explore the impact TTF has on the power and industrial demand for carbon allowances and the EUA price. We will discover how the sensitivity of the global gas market correlates and de-correlates with the EUA price and the key role of this critical energy source in the EU's decarbonization goals.

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

Riham Wahba - Senior Market Analyst at Vertis Environmental Finance.

Gergely Szabo - Principal Investment Advisor at Vertis Environmental Finance.

Matteo Mazzoni - Director of Energy Analytics at ICIS.

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In conversation with colleagues Riham Wahba and Guillaume Verger, Stefan Feuchtinger, Head of research and analysis at Vertis Environmental Finance talks about the evolution of EU compliance carbon markets over the last 6 months and how EU ETS will evolve over the second part of 2023. They conclude with an outlook to 2030.

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

Riham Wahba - Senior Market Analyst at Vertis Environmental Finance.

Guillaume Verger - Senior EU ETS Manager at Vertis Environmental Finance.

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