Episode with Berenberg: Recent developments on the carbon markets

Zürich, 14 February 2022 – Given the interesting developments on the carbon market in the last months and the evolving policy regulations, it is high time to have Lawson Steele on the program again. In this episode, Lawson shares his expertise on the European Emissions Trading System (EU ETS) and the key trends and factors currently driving carbon prices. Listen in to hear Lawson’s take on ESG investments and why 30 April is a critical date for participants in the EU emissions trading system.

Over recent months, carbon markets have experienced heightened volatility and growing attention from market participants, policymakers, and investors alike. Regulatory changes, tightening emissions caps, and increased ambition around climate targets have all contributed to a more dynamic and complex market environment. Against this backdrop, understanding the structural drivers of carbon pricing has become essential for compliance entities, financial participants, and energy market stakeholders.

During the discussion, Lawson Steele provides clarity on how policy developments at both European and national levels are influencing market behaviour. He explains how expectations around future regulation, supply adjustments, and demand from compliance buyers shape price formation within the EU ETS. The conversation also touches on the increasing role of financial investors and how carbon allowances are being viewed within broader ESG and sustainability-driven investment strategies.

A particular focus of the episode is the significance of 30 April, the annual compliance deadline for EU ETS participants. Lawson outlines why this date remains critical for companies subject to the scheme and how it impacts trading activity, liquidity, and price dynamics in the lead-up to the deadline. He also shares practical insights into how market participants can prepare for compliance periods and manage their exposure more effectively.

This episode offers valuable perspectives for anyone active in or affected by carbon markets, from energy producers and industrials to traders, analysts, and policymakers. By combining regulatory insight with market experience, the discussion helps listeners better navigate an increasingly important component of Europe’s energy and climate landscape.

Listen to the episodes as they are released by following the website: https://insidersguidetoenergy.com/stories/