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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