Webinar
The EU ETS Review: Reshaping carbon markets, offsets and CCUS
A panel discussion on the European Commission's 17 July 2026 proposal and what it means for carbon pricing, carbon offsets and removals, CCUS and hard-to-abate industries.
Date
3rd of September
Time
10:00 AM BST
Released at a time of high political pressure, the EU’s ETS review proposal provides some near-term carbon price pressure relief to industry but retains alignment with the bloc’s ambitious 2040 targets.
This webinar will unpack the proposal in detail and explore what it means for companies across the following topics:
Key topics
- EU ETS fundamentals and price trajectory: the proposed changes to market fundamentals and how they trade some carbon-price pressure for more targeted capital
- Carbon removal and international offsets: the mechanics and credibility of proposed targets and the chasm between the current project pipeline and expected 2040 volumes
- CCUS and the pathway for hard-to-abate industry: how conditional free allocation, the extended phase-out timeline and new funding could reshape the investment case for CCUS in cement and other CBAM-covered sectors
- Financing the transition: how various revenue-related rules within the proposal are intended to convert carbon-price signals into built capacity
- Policy outlook and what's next: the road to legislative agreement by Q1 2027 and implementation from 2028 onwards
Speakers
Stefania Albarosa
Research Analyst, Carbon Pricing
Stefania Albarosa
Research Analyst, Carbon Pricing
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Peter Albin
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Peter Albin
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John Ferrier
Senior Research Analyst, Carbon Management
John Ferrier
Senior Research Analyst, Carbon Management
John works to provide expert insight and strategic analysis on developments in CCUS across EMEA to support his clients.
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Ismael Justo-Reinoso
Senior Research Analyst, Carbon
Stephen Vogado
Senior Research Analyst, Carbon Policy
Stephen Vogado
Senior Research Analyst, Carbon Policy
Stephen focuses on carbon policy, taking a data-driven approach to help clients navigate the energy transition.
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