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What's Ahead for the EU Carbon Markets
OPIS TALKS ENVIRONMENTAL COMMODITIES:
In this episode, Humberto Juarez Rocha, OPIS senior editor for carbon and biodiversity, sits down with Mark Lewis—one of the first full-time carbon analysts in London and a longtime observer of carbon markets—to unpack the evolving dynamics of the EU Emissions Trading System (EU ETS).
They explore:
- Why EU Allowance prices may be on the cusp of a bullish breakout
- How the Carbon Border Adjustment Mechanism (CBAM) and the phase-out of free allowances could reshape industrial behavior
- The growing role of speculative capital
- Prospects for international offset integration post-2030
- Global carbon market developments—from China to California to the UK ETS
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By OPIS, A Dow Jones CompanyOPIS TALKS ENVIRONMENTAL COMMODITIES:
In this episode, Humberto Juarez Rocha, OPIS senior editor for carbon and biodiversity, sits down with Mark Lewis—one of the first full-time carbon analysts in London and a longtime observer of carbon markets—to unpack the evolving dynamics of the EU Emissions Trading System (EU ETS).
They explore:
- Why EU Allowance prices may be on the cusp of a bullish breakout
- How the Carbon Border Adjustment Mechanism (CBAM) and the phase-out of free allowances could reshape industrial behavior
- The growing role of speculative capital
- Prospects for international offset integration post-2030
- Global carbon market developments—from China to California to the UK ETS