In this final episode of our first season, carbon experts analyse how trading practices have changed, which new players are reshaping the market and what current trends are influencing trading activity. They will compare long-term and short-ter

EUA situation room: making sense of the 2024 price dynamics

22 days ago 26m 34s

What is driving the recent price increases despite the prevailing bearish predictions of analysts? Have fundamentals shifted or are we experiencing the mirage of the year? In this episode, carbon analysts and traders make hypotheses regarding 2

Blue waters, green compliance: shipping sector and EU ETS mutual influence

Apr 7th, 2024 24m 3s

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 buy

Biomethane: a solution for carbon compliance optimisation?

Mar 17th, 2024 18m 8s

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

The EU climate chessboard: elections, ambitions, and carbon market moves

Feb 18th, 2024 24m 42s

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

Carbon Border Adjustment Mechanism (CBAM): winners, losers, customs nightmares and trade imbroglios

Jan 2nd, 2024 26m 48s

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

Decoding the EU ETS 2: scope expansion and impact on current EU ETS

Dec 4th, 2023 22m 37s

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, b

EU Carbon market: Scenarios and unknowns for 2040

Nov 3rd, 2023 25m 31s

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

The gas factor: the influence of natural gas demand and supply on the EU ETS.

Oct 9th, 2023 33m 11s

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 EU

EU Carbon Market: 2023 Recap & 2030 Outlook

Aug 11th, 2023 27m 12s

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

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