ETS2 for Fuel Suppliers

Don't forget the Politics - the impact of changing ETS policy ambition on carbon prices

Just as the EU carbon market appeared to be on a one-way trip to €100, driven by increasing speculator demand, the reality of EU ETS politics has taken centre stage in recent weeks driving prices down 20% for EUAs and 40% for UKAs. This drop has served as reminder to carbon traders that EU political views are changing. Decarbonsation is still important but not at any cost, and politicians are recognising that industry needs support with the challenges of rising carbon and energy costs. It is hard to see the flagship EU ETS, which is now 20 years old, being fundamentally changed, but there are clearly changing views on what is a "fair carbon cost". Add the impact of the latest Iran conflict on gas and carbon markets and there is a lot to consider. In our latest webinar, CFP Energy will once again be joined by leading carbon analysts, Energy Aspects, to share insights on the recent carbon market developments, how the upcoming EU ETS review and UK-EU linking negotiations may change the future price outlook. *Please note this webinar is for CFP Energy customers and invited ETS operators only. We reserve the right the cancel any registrations as appropriate.