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All change?
The worm is turning. European power economics are shifting in favour of coal, especially at the front of the curve, and this might be...

Alessandro Vitelli
Oct 29, 20204 min read
671 views
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Autumn stock-take
It's officially autumn; compliance buyers are weighing up the choice between doing their 2020 buying now or waiting till the spring, fuel...

Alessandro Vitelli
Oct 11, 20208 min read
350 views
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Europe's tangled climate to-do list
Given everything that’s been going on – in a political/regulatory sense – in Europe this past fortnight, I’m finding it a little...

Alessandro Vitelli
Sep 22, 20205 min read
802 views
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A maturing market, but less of it?
In principle, carbon emissions markets are self-destructive. Once the cap on emissions has been lowered to zero, or as near to zero as it...

Alessandro Vitelli
Aug 24, 20204 min read
593 views
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Bridging the gap?
About a month ago I wrote about how carbon is embroiled in a “Fundamentals vs Technicals Deathmatch”, and from the vantage point of the...

Alessandro Vitelli
Jul 29, 20205 min read
402 views
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No time to be tinkering
An excellent article by Carbon Pulse published today reveals that members of the European Parliament are concerned about excess price...

Alessandro Vitelli
Jul 9, 20204 min read
437 views
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May 2020 by the numbers
May saw a steady rally in EUA prices, with the Dec 20 contract climbing back near the levels it was at in March before the Great Covid...

Alessandro Vitelli
Jun 1, 20203 min read
172 views
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Corona-pocalypse and pandem-onium
We're now two weeks into April, over a month since the lockdown began in Italy, a little over two weeks since it began in the UK, and...

Alessandro Vitelli
Apr 13, 20205 min read
255 views
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A record-setting month for the EUETS
The EUETS set all sorts of records in March...

Alessandro Vitelli
Apr 1, 20203 min read
259 views
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Carbon – how low can it go?
It’s been a wild ten days for equities and commodities in general: you know this better than I, I suspect. But at some point it’s worth...

Alessandro Vitelli
Mar 18, 20203 min read
309 views
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Why the EU ETS should worry (a lot) about coal phase-outs
One of the constant features of any discussion about EUA supply and demand trends in the next few years is the phase-out of coal-fired...

Alessandro Vitelli
Mar 11, 20205 min read
796 views
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The gravity-defying wonder of EUAs
The chart below shows how European carbon prices have outperformed the rest of the energy complex so far this year. EUAs are down just...

Alessandro Vitelli
Mar 4, 20204 min read
808 views
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