Carbon Trading Chronicles

May 12 2024 1
Carbon Trading Chronicles Podcast artwork

Carbon Trading Chronicles is a podcast that features compelling conversations with leading experts, industrials, policymakers, and innovators who are shaping the landscape of emissions trading. From success stories to challenges faced, we'll uncover the real-world impacts and insights that are driving the global transition to a low-carbon economy. Carbon Trading Chronicles is a podcast by Vertis Environmental Finance. Disclaimer: https://legal.vertis.com/api/document/282/get_document/

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EUA situation room: making sense of the 2024 price dynamics

May 12 2024 26 mins  
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 2024 price developments by examining industrials, utilities, banks and hedge funds' behaviour. Stefan Feuchtinger - Head of R&A at

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

Apr 07 2024 24 mins  
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

Biomethane: a solution for carbon compliance optimisation?

Mar 17 2024 18 mins  
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&

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

Feb 18 2024 24 mins  
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

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

Jan 02 2024 26 mins  
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

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

Dec 04 2023 22 mins  
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,

EU Carbon market: Scenarios and unknowns for 2040

Nov 03 2023 25 mins  
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 would force the decarbonization of EU ETS covered industries by as soon as 2039-2040. Is this a likely scenario? It doesn’t seem feasible

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

Oct 09 2023 33 mins  
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 t

EU Carbon Market: 2023 Recap & 2030 Outlook

Aug 10 2023 27 mins  
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 Environmenta