Traders of Environmental Progress
STX Group is a global environmental commodities trader offering physical and financial solutions across compliance and voluntary systems for energy, fuels, gas and carbon markets.
Traders of Environmental Progress
STX Group is a global environmental commodities trader offering physical and financial solutions across compliance and voluntary systems for energy, fuels, gas and carbon markets.
Transforming Climate Challenges into Business Progress
STRIVE is the advisory arm of STX Group, helping companies meet climate targets through high-impact strategies and cost-efficient decarbonization pathways.
News
The EU Emissions Trading System (EU ETS) is entering a transitional phase in which traditional pricing drivers, especially from the power sector, are losing dominance.
At a recent conference in Florence, analysts pointed out that the carbon market now sits “in no man’s land,” caught between fading utility-based hedging and emerging industrial demand.
Stefan Feuchtinger, Head of Market Research & Analysis at Vertis, observed that while utilities have historically anchored carbon pricing, their hedging activity is much reduced today. He expects the carbon market to stay influenced by power sector dynamics until approximately 2026–27, at which point industrial forces may begin to assert greater pricing power.
In this article, we’ll unpack these themes, explain how this “in-between” state affects regulated entities, and suggest how companies can position themselves as the carbon market’s balance of power evolves.
On May 19, the World Bank released its annual State and Trends of Carbon Pricing 2026 report , one of the most comprehensive analyses of the evolution of global carbon.....
