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Europe’s carbon market is entering a critical period. Governments are pushing back against carbon costs, industrial competitiveness is climbing the political agenda and policy makers are debating changes that could alter how the EU ETS operates.

This week on Plugged In, we look at whether Europe is simply fine-tuning its flagship carbon market, or moving towards a more actively managed system.

We explore the political battle over the ETS review, proposals that could effectively create a soft carbon price corridor, and the growing tension between climate ambition and protecting European industry. We also look at what the reforms could mean for market liquidity and EUA prices, with tightening fundamentals pointing towards further upside into 2027.

Host: Snjólfur Richard Sverrisson – Editor-in-Chief, Montel News

Guests:

Cem Bektas – Carbon Correspondent, Montel News

Hæge Fjellheim – Head of Carbon Analysis, Veyt

Ben Lee – Head of Carbon Research, Redshaw Advisors

Editor: Alexandra Carlon

Producer: Alexandra Carlon

#EUETS #CarbonMarket #CarbonTrading #CarbonPrices #EUClimatePolicy #EnergyMarkets #EnergyTransition #EmissionsTrading #IndustrialCompetitiveness #EUA #PluggedInPodcast