NEWS & REPORTS
Our analytical team is dedicated to providing comprehensive analysis and news coverage of the EU ETS, EU ETS2, and European energy markets. Through a combination of fundamental and technical research from multiple reliable sources, we deliver public and private newsletters, dossiers, and forecasts to inform and guide decision-makers and industry stakeholders.
We focus on identifying the most relevant, impactful, and interesting developments in these markets, ensuring that our content serves a broad audience—from businesses seeking actionable insights to individuals staying informed about the latest trends and regulations.
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OVERVIEW
Brussels banks an industrial truce on free allocation, and the curve barely moves
National experts cleared the 2026–2030 benchmark implementing act on 15 June, and the most consequential number in it is not a benchmark value but the roughly €4 billion in additional free allocation the Commission conceded to carry the room. The value comes from...
Brussels redraws the EUA supply curve weeks before the July overhaul
The surplus indicator that governs the Market Stability Reserve has dropped below its upper buffer for the first time since the mechanism was built, and the consequence is a far gentler reserve intake than the carbon market is used to. The 2025 total number of...
Spain drafts its first biomethane blending mandate
Spain's environment ministry has put a draft Royal Decree out for consultation that would, for the first time, oblige gas suppliers to blend a rising minimum share of biomethane into national natural gas and LNG sales, starting at 0.5% in 2028 and climbing each year...
EC’s E20 signal sets up a collision between EU ethanol scarcity and gasoline length
For the first time at presidential level, the European Commission has put a doubling of the EU's gasoline ethanol ceiling formally in play. In a letter to German MEPs Norbert Lins, Peter Liese and Jens Gieseke, Commission president Ursula von der Leyen said the coming...
Mercosur Ethanol Access Reshapes the EU Import Framework
Commission Implementing Regulation (EU) 2026/996 gives practical effect to new tariff quota arrangements linked to the EU Mercosur interim trade agreement. The regulation amends the existing EU quota management rules under Implementing Regulations (EU) 2020/761 and...
Public Finance Mechanism to Prepare Buildings and Transport for Carbon Pricing
The European Commission and the European Investment Bank have launched a financing initiative that makes €3 billion available to support decarbonisation investments in buildings and road transport before the introduction of the new emissions trading system for these...
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