Florian Rothenberg

Energy Transition Enthusiast | EU ETS Nerd @ ICIS | - Tweets are my own opinion.

[Florian Rothenberg @FloJoeRo]

@EPPGroup @peterliese are the 50m referring to the volume already auctioned in 2020 for the IF? - only 27m are coming via repower

[Florian Rothenberg @FloJoeRo]

@EPPGroup @peterliese @peterliese

[Carbon Forward @carbon_forward]

The return of our annual forecaster head-to-head with @RefinitivCarbon, @EnergyAspects, @MorganStanley, @BloombergNEF & @ICISOfficial - one of the most awaited sessions of the conference each year. Join us as Louis @RedshawAdvisors hold the analysts' feet to the fire #CF2022

[Florian Rothenberg @FloJoeRo]

@KiraTaylor15 skip the recitals

[Andreas Schroeder @A_Schroeder1985]

This week 🇩🇪 parliament votes to reactivate up to 10 GW coal power. By July 2022 power sector CO2 emissions add to above pre-COVID already, @ICISOfficial data. Pace is set to accelerate as the country reembraces #coal. Pressure on #EUETS prices as overall EU emissions are capped.

[Florian Rothenberg @FloJoeRo]

The new compromise on the cap would be a downward adjustment of the overall cap by roughly 6Mt from 2024-2030 compared to what we have seen approved in plenary before #euets ...

[Ewa Krukowska @E_Krukowska]

A deal on the #EUETS carbon market reform in the EU Parliament includes a faster phaseout of free emissions permits and a sligtly quicker reduction of pollution caps. @EPPGroup @TheProgressives and @RenewEurope reached a compromise before a vote on June 22
https://t.co/3GvlhG4bpO

[Lion Hirth @LionHirth]

Yesterday, @vonderleyen took quite some time to explain electricity wholesale pricing to the European Parlament plenary, a speech very much worth watching.

With all respect Ms President, I very much disagree.

https://t.co/lP8fq1MOI0

[Florian Rothenberg @FloJoeRo]

@fwieschollek @micha_bloss https://t.co/CfNZvyHriO

[Wido Kim @KWitecka]

Just to recapture the acceleration of the EU steel transformation in the last 10 days:

▶️SSAB 🇸🇪🇫🇮: phase-out all 3 blast furnaces by 2030
▶️Salzgitter 🇩🇪: phase-out all 3 BFs by 2033
▶️ArcelorMittal 🇫🇷: phase-out 3 of 5 BFs by 2030

Things are moving quickly. 🚀

[Florian Rothenberg @FloJoeRo]

@MikeSzaboCP everyone should be able to do that if they think carbon is undervalued at €89/tCO2 but they should also carry the risk if the price falls

[Florian Rothenberg @FloJoeRo]

https://t.co/EZPSDc2F1w A panic "monkey hedge" of just buying and holding does not help the market. Industrials have visibility on their abatement costs and need to participate in price formation by planning abatement and selling/using their surplus to finance it. #euets #OCTT

[Florian Rothenberg @FloJoeRo]

@BrigitteKnopf Durch den Kohleausstieg hat Deutschland die Möglickeit die eigenen EU ETS Auktionen massiv zu kürzen. Ich interpretiere den Text so, dass die Ampel diese Möglichkeit der Zertifikatlöschung (nur) benutzen möchte wenn EUA<60€.

[Florian Rothenberg @FloJoeRo]

@JakobSchlandt Klingt stark nach Kapazitätsmarkt

[Florian Rothenberg @FloJoeRo]

@CarbonReporter 2. Lending EUA revenues is the worst credit ever. I guess we can all agree that the price of an EUA will increase by more than the 0.7%( ten year government bond) p.a.

[Florian Rothenberg @FloJoeRo]

@CarbonReporter 1. If you frontload auctions to 2021, it will be bullish in later years at it a) strengthens the MSR withdrawal in 2022 and the following years b) leads to lower auction when the market is actually tight in 2024 and after

[Florian Rothenberg @FloJoeRo]

Spain limits household costs by redistributing ETS revenues. No extra volume as auction volumes are set by #EUETS directive not EU member states
https://t.co/uulAvRKHFF

[Euractiv Energy & Environment @eaGreenEU]

TOMORROW | New EU #Emissions #Trading #System: what should change?

Join this debate to discuss how the EU's Emissions Trading System should evolve. What should/should not be changed in the Commission's new proposal?

Register here: https://t.co/r7ORQdk0h4

[Florian Rothenberg @FloJoeRo]

It was a pleasure to speak to @FredSimonEU @EURACTIV about the upcoming #EUETS reform. @EUClimateAction proposals already indicate increasing prices over TP4. Will the proposals be watered down or will EU legislators add ambition? @ICIS_energy

[Frédéric Simon @FredSimonEU]

For those who want to understand what the EU's carbon market reform means for the wider European economy, read this -- admittedly long but insightful -- interview with @FloJoeRo (@ICISOfficial).

Analyst: EU carbon price on track to reach €90 by 2030 https://t.co/THrR3i2A0N

[Ewa Krukowska @E_Krukowska]

EU commissioners have just finished their meeting on the #Fitfor55 package. Press conference to start at 2:15 pm Brussels time #EUGreenDeal #EUETS

https://t.co/Z52FwgJIge

[Andreas Schroeder @A_Schroeder1985]

Big day for #carbon #EUETS markets. 🇪🇺EU releases #FitFor55 package. Commission meeting 10:30h followed by press conf @vonderleyen & @TimmermansEU. Discussion @TimmermansEU
in @EUparliament ENVI 17.00h. Check @ICIS_energy
updates by @bari_rilling & @FloJoeRo over the day. #OCTT