With #EU ETS prices at record levels, compliance players feel abatement burden. The CBAM might ease competitive pressure but won't solve the need for faster industrial decarbonisation towards long-term targets. Status report by David Sheppard on.ft.com/3t4smL3 #OCTT

Discussing the impact of the financial sector on the #EUETS with FAZ Wirtschaft (German only) Featured: German industry association BDI sees current carbon price not as problem, Valdis Dombrovskis sees CBAM and staged phase-out of free allocation WTO-rule compatible. #OCTT

What a day - European carbon above €50/t for the first time (correcting now though). Discussing with David Sheppard how the #EUETS is starting to be seen as a potential way to hedge exposure to the energy and climate transition. #OCTT

Jusqu'où ira la flambée des prix des quotas de carbone ? La question préoccupe de plus en plus les industriels, en France comme en Europe. Par Sharon Wajsbrot Marion Heilmann Les Echos lesechos.fr/finance-marche…

When #EUETS makes it to mainstream media, something significant is happening. Explaining the impact of ambitious policy framework, financial sector strategies, delayed free allocation to tagesschau (German), oined by Andreas Loeschel and Agora Energiewende #OCTT bit.ly/2Re6Y98

The #UKETS opens a new chapter in pricing carbon for GB polluters today. Not directly linked to the #EUETS, a strong indirect linkage through the power sector. We ICIS expect utilities hedge demand & need for EUA/UKA swap to create UKA price pressure at the start. #OCTT

First #UKA auction clears at GBP £43.99/t, sending the secondary UKA market lower. Still above the secondary #EUA price though, confirming the premium of UK allowances over the #EUETS #OCTT bit.ly/3fyushq

Comprehensive write-up by Energy Monitor on the reasons for and implications of a high #EUETS price. Discussing wit Mark Nicholls how carbon turns into a financial asset and why constantly high volatility can become an issue for abatement investments on the compliance side #OCTT

Speaking to the German newspaper Frankfurter Allgemeine gesamt about the reason for high #CO2 prices and the recent claims by Stromio GmbH on the impact of speculative positions for the #EUETS #OCTT My english take is here: bit.ly/3tyG3nh

Germany will elect a new Parliament in less than two weeks. With my THEMA colleagues, I'll assess the implications for German energy policy and power prices in a free-of-charge webinar on 28 Sept: bit.ly/3lqmuKg #GermanElection2021 #Energy #OCTT @AHKNorwegen

Our latest THEMA study finds that accelerated expansion of RES capacities could lead to falling German #power prices despite a 2030 coal phase-out. Storage and grid infrastructure essential to avoid supply bottlenecks though: bit.ly/3EGce9w #CO2 #EUETS #Renewables

Delighted to join this year's Carbon Forward analyst showdown with my new THEMA hat. I assume diverging views on the #EUETS price trajectory towards 2030. A discussion against the backdrop of a sky-high energy complex, continued investor interest and #Fitfor55 #CF2021 #OCTT

We just launched our updated THEMA carbon price forecast. I'm excited to discuss our latest #EUETS findings later today Carbon Forward conference. If you'd like to pre-read into the main findings, have a look here: bit.ly/3BhuYKy #OCTT

Crucial topic to cover! Important to avoid the temptation of using the current high-price energy market environment as an excuse to water-down long-term decarbonisation targets. ...and congrats Federica Di Sario for becoming a full member of the #EUETS bubble. #OCTT

We THEMA have just published our model-based analysis on the impact of the German coalition contract for European power markets and the #EUETS. Find a copy of the analysis here for a great start to your weekend: bit.ly/3FR6vgQ #OCTT #renewables #FitFor55

Speaking to Jakob Schlandt about the current price drivers in the #EUETS and why there is room for a short-term correction. A brief summary of the Tagesspiegel Background Energie & Klima article here: bit.ly/3pYTzPX #OCTT

Co-legislators doubling down on the 'Fit-for-55' process by Economic and Financial Affairs Council landing on general approach for the carbon border adjustment mechanism and Parliament's Environment committee advancing the #EUETS market stability reserve file. #OCTT

Following an hour of voting, Parliament decides to send the #EUETS file back to committee. Questionable whether this will enable a broader compromise. This will significantly delay the timeline of the ETS review file in Parliament, Council in the frontrunner position now. #OCTT

Carbon markets are booming globally. We at Greenfact_eu are expanding our team with voluntary and compliance #carbon market analysts. Check our career pages: bit.ly/3yZFl6S Any questions, DM me. #hiring #OCTT #VCM #EUETS #RGGI #WCI #CNETS

Read my take in Carbon Pulse on the removal debate within the #EUETS and why the incentive system for removal projects should be launched now when there is still ample supply in the non-removal segment of the market to help a critical mass of the early movers jump over the fence.