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EU ETS desk notes

Catch the signal before the move.

Quant on the cap, the print, and the trade. What moved, why it matters for EUA.

  • The council on linear reduction factor : on paper vs on the floor
    6 days ago

    The council on linear reduction factor : on paper vs on the floor

    Only four of 27 governments defended a tighter cap than the Commission proposed on Monday. Germany, which wrote 4.4% into a Council paper in September, told...

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  • At what prices does Article 29a make Brussels step in ?
    Oct 9, 2026

    At what prices does Article 29a make Brussels step in ?

    The EU carbon price is around €85. At what price does Article 29a make Brussels step in? Article 29a trigger under today's law: about €180. Under Parliament's...

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  • Give the climate bloc every state it could have. It still can't pass
    Sep 25, 2026

    Give the climate bloc every state it could have. It still can't pass

    EU ETS in the Council: hand the climate camp every state it could possibly win, Germany and France included, and it still cannot carry a vote. A Council text...

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