Insights from 2025 and What’s Coming Next

Join us for a deep-dive into the evolving EU carbon market as we move from a transitional 2025 into a defining 2026.
Vertis Research & Analysis team will unpack the main market dynamics, regulatory changes, and sector trends that shaped 2025, and outline clear, data-driven expectations for the year ahead.

What We’ll Cover

• 2025 in Review: A focused look back at major trends across power, industry, aviation, positioning, and the emerging shipping sector under ETS.
• Vertis Market Forecast: How our projections evolved throughout 2025, what changed, and what those shifts tell us about market sentiment and compliance strategies.
• Sector Outlooks for 2026: Power: demand dynamics, fuel switching, and pricing signals. Industry: benchmark impacts, costs, and competitiveness
• Scenarios & Benchmarks: A data-led exploration of 2026 scenarios, highlighting benchmark movements and their implications.
• The Growing Role of Options: How the options market is maturing, why liquidity is increasing, and what this means for hedging and strategy.
• 2026 Legislative Landscape: What to expect from ETS reforms, UK ETS developments, and the rollout of ETS 2.

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