Podcast

Storm signals: Tariffs, recession fears and the 60€ carbon question

– 20 May 2025

Description

In this episode of Carbon Trading Chronicles, we sit down with carbon trader Oliver Triton to unpack the ripple effects of rising tariffs on EU and UK carbon markets. Triton offers sharp insights into how market participants are recalibrating strategies in the face of protectionist trends and regulatory uncertainty.

We also dive into the potential of carbon trading at €60 or €80. Which outcome is likely more viable? And what other price horizons are more likely to be reached by the end of 2025?

Tune in as we connect the dots between macroeconomic stressors and the EU ETS in a rapidly evolving landscape.

Related media

Blog

Brussels Rewires The ETS: Competitiveness Enters The Price Signal

July 30, 2026

“Today’s proposal on the ETS review brings together three key goals: sustained truly ambitious climate action, much more competitiveness, and a huge boost for our .....

Podcast

The EU ETS on Trial: Competitiveness, Ideologies and Carbon Prices

June 29, 2026

In this episode of Carbon Trading Chronicles, Lewis Unstead from ICIS joins us to discuss the upcoming EU ETS review, industry competitiveness and the political and ma.....

Report

World Bank State and trends of carbon pricing 2026

May 25, 2026

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.....

Switching to