Podcast

EUA situation room: making sense of the 2024 price dynamics

– 12 May 2024

Description

What is driving the recent price increases despite the prevailing bearish predictions of analysts? Have the price dynamics shifted due to fundamentals, or are we simply experiencing the mirage of the year?

In this episode, carbon analysts and traders make hypotheses regarding 2024 price developments by examining industrials, utilities, banks and hedge funds’ behaviour.

  • Stefan Feuchtinger – Head of Research & Analysis at Vertis Environmental Finance.
  • Riham Wahba – Senior Market Analyst at Vertis Environmental Finance.
  • Maximilian Herstatt – Team Leader at Vertis Environmental Finance.
  • Lewis Unstead – Senior Analyst | EU Carbon at ICIS.

Latest news

Podcast

Carbon at the Border: Strategy in the CBAM Era

March 2, 2026

In this episode of Carbon Trading Chronicles, we explore how CBAM works in practice, with insights from Sarah Hay (Norsk Hydro) and Bjorn Bojessen (Vertis).

News

Europe’s Emissions Trading System in the Spotlight: Its Future Hinges on Industry Pressure

February 18, 2026

As the 2026 review of the EU ETS approaches, policy uncertainty is resurfacing, putting the equilibrium between market discipline and political discretion under renewe.....

News

An EU ETS for Political Survival: A Critical Analysis of the Upcoming 2026 Directive Revision

February 17, 2026

With the 2026 EU ETS revision on the horizon, regulatory risk is back in focus, and the balance between market discipline and political intervention is once again bein.....

Switching to