Join our Europe carbon analystics team for a special ICIS webinar, European carbon markets: EUA deep dive and 2025 outlook.
Our experts will provide insights into the latest EU Allowance (EUA) market drivers with a key focus on the current dynamics in the utilities, industrials and speculators landscape, plus what the rest of the year holds for those players. In addition, the team will do a deep dive of our latest supply & demand balance outlook and EUA price forecast as well as the associated risks going into 2025.
Topics covered
• Gas/carbon correlation: what’s next for the fuel switch story and potential risks for utilities EUA demand?
• Industrial recovery: is demand growth on the way for ETS covered industrials or is the current sideway trend here to stay?
• Speculators positioning: will funds revert to a net long position, and what fundamental drivers could facilitate this shift?
• Supply & demand balance & EUA price outlook: with a revival of tight fundamentals in 2026, when will the EUA market turn bullish?
Speakers
• Yann Andreassen - Lead Analyst - EU Carbon and Power Markets
• Lewis Unstead - Senior Analyst - EU Carbon and Power Markets
• Imad Barake - Analyst - EU Carbon and Power Markets
• Gregoire Ladouce - Analyst - EU Carbon and Power Markets
Thursday, 7 November 2024
2:00 - 3:00pm London time
Registration for the live webinar is now closed. Please contact enquiry@icis.com for any enquiries.