Three months after the official inclusion of the shipping sector within the EU ETS, this episode aims to take stock of the lessons learned so far and explore the pressing questions of shipowners. Our experts analyse shipping companies’ EUAs buying behaviours, the impact of the inclusion of this new sector for the whole EU ETS framework as well as current strategies available for compliance… and whether there's a way out of the system.  Stefan Feuchtinger - Head of R&A at Vertis...

Can biomethane truly mitigate compliance costs? In this episode, we explore the unknown of biomass and its potential to alleviate compliance costs for EU ETS compliant entities. From understanding its diverse grades to its trading dynamics, we dissect the bullish and bearish trends impacting its market trajectory, and its role in the energy mix. Stefan Feuchtinger - Head of R&A at Vertis Environmental Finance. Sebastian Niculescu - Senior Corporate Sales Trader at Vertis...

As we move closer to the European elections in June, host Stefan Feuchtinger is joined by journalist Frédéric Simon from Carbon Pulse and trader Brieuc de Thier from Vertis. Together, they unpack the record-low EUA prices, the recently unveiled EU 2040 climate target, and the spectre of the European elections looming over carbon markets. Delving deep into the political landscape that shapes the EU ETS market, they analyse how the latest official communication and the imminent elections could...

In this first episode of 2024, Vertis and STX group experts unpack the practicalities of the CBAM implementation, from its entry into force in October 2023 until the end of free allocation in 2034.  Who bears the financial burden of CBAM, and how does it affect industries and economies? What ripple effects will CBAM have on the broader context of the EU ETS? Our experts will provide valuable insights and forecast how the mechanism is impacting global trade and trading practices.   Stefan...

In this episode, Vertis Environmental Finance experts dive into the imminent evolution of the EU ETS, where a sweeping expansion is set to reshape the carbon trading landscape. We explore the critical sectors included, such as road transport, buildings, and EU ETS 1 industries below the 20MW threshold, and discuss the upcoming milestones to be expected by industrials across Europe, from 2027 onwards. Stefan Feuchtinger - Head of R&A at Vertis Environmental Finance. Riham Wahba -...

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 │ Riham Wahba...

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 │ Riham Wahba - Senior Market Analyst │ Guillaume Verger - Senior EU ETS Manager Disclaimer:...