During Gazelec 2023 conference, Brieuc de Thier offered recent insights on the carbon market, highlighting:
- Recent strong correlation between gas and CO2 prices.
- Speculators’ activity, generating revenues due to high volatility in the market.
- CBAM as a way to tax CO2 imports and level playfiled for the EU industrials.
- Big drop in free allocation in 2026 is expected to increase bullish trend.
