Sebastian Rilling

Analyst with a focus on European carbon markets and everything related | Sports enthusiast | Views expressed are my own

[Sebastian Rilling @bari_rilling]

@LawsonSteele3 If I understand correctly, 100m would be released if triggered - without discussion of what caused the price increase. There may be additional action if after 6 months the price is still "excessive"

[Sebastian Rilling @bari_rilling]

You are correct @i_sorhus (yellow line is threshold of 2x the 6 "preceding" months, grey is trigger of previous 3 months, average auction prices respectively) @E_Krukowska @SebastianLizak1

[Sebastian Rilling @bari_rilling]

@CarbonReporter @ICE_Markets Poor UK ETS

[Federica Di Sario @fed_disario]

@EP_Environment amendments to the #EUETS reform include:

🔺 Shipping, buildings, and transport should be included by 2025 - and not 2026
🔺“Bonus-malus system” system for free allocations
🔺 Establishment of temporary carbon leakage reserve

#OCTT @BenJGarside @MikeSzaboCP

[Sebastian Rilling @bari_rilling]

@tmarzecmanser @ICISOfficial @NGInews Hey Tom - is there a link to register?

[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

[Sebastian Rilling @bari_rilling]

#EUA prices have increased from €30 to €80/t this year alone. I will discuss drivers, impacts and the resilience of #EUETS with @i_sorhus, @MCL1965 and @BenJGarside on @IETA's roundtable on Wednesday. Register here: https://t.co/vSkoZBRplR

#OCTT @ICISOfficial @ICIS_energy

[Sebastian Rilling @bari_rilling]

#EUETS #OCTT

[Thomas Rodgers @TomLRodgers]

•Data from German TSO GASCADE appears to show gas is physically flowing through the Lubmin II point (This is important because its where Nord Stream 2 volumes enter Germany)
•Cue massive selloff
•Turns out those reported flows were just a data error
•Cue massive rebound

[Andreas Schroeder @A_Schroeder1985]

ICIS analysis shows #NordStream2 is dominant topic in #LNG and #natgas twitter sphere past of 1-2 days. Check regular updates on @ICIS_energy topic page by @DianeElijah: https://t.co/Lbiv588JJi #ONGT @bari_rilling

[Sebastian Rilling @bari_rilling]

There was probably no doubt, but in case you were wondering: @E_Krukowska absolutely dominated last week's @ICIS_energy #EUETS @Twitter ranking (not normalised).

@VoteWatchEurope @DaveKeating @AnnaGumbau @carrzee @MikeSzaboCP

#OCTT

@andyschroeder11 @FloJoeRo @ICISOfficial

[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

[Federica Di Sario @fede_disario]

🚨 @ICIS_energy has now a @EUgreendeal TOPIC PAGE 🚨

All developments on the EU policy and its impact on #energy markets can be found here:

#EUA #CBAM

https://t.co/6qWJXZfZ4M

[Sebastian Rilling @bari_rilling]

Judging by the market reaction it would seem that @ICISOfficial were not the only ones who had anticipated almost everything in #Fitfor55 #EUETS #OCTT

@andyschroeder11 @FloJoeRo

[Sebastian Rilling @bari_rilling]

@andyschroeder11 @vonderleyen @TimmermansEU @EUparliament @ICIS_energy @FloJoeRo I don't speak Czech but I think it will be a couple more minutes...

https://t.co/UbmU9qLwwZ

#EUETS #OCTT #EUGreenDeal #Fitfor55

[Evropská komise v ČR @ZEK_Praha]

🔴📺 Sledujte dnes živě tiskovou konferenci @vonderleyen, @TimmermansEU a dalších členů sboru komisařů k novému balíčku k #EUGreenDeal.

Přenos od cca 13:00 → https://t.co/84nTWABos1

[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

[Sebastian Rilling @bari_rilling]

@AnnaGumbau Indeed they don't seem to know what impact they have on the #EUETS. But clearly they are aware that there is such a thing as Twitter, if you look at #EUClimateLaw, see here!

#OCTT @andyschroeder11 @EUCouncil @GreensEFA @EP_President @EUClimateAction @2021PortugalEU

[Sebastian Rilling @bari_rilling]

@MikeSzaboCP @andyschroeder11 @TECO_2030 @E_Krukowska @transenv @WWFEU @AnnaGumbau @ICIS_energy Maybe he’s the Commercial Undertakings from last week’s ICE CoT report…

[Sebastian Rilling @bari_rilling]

Good spot @MikeSzaboCP ! @andyschroeder11 chart is the *normalised* impact factor for #EUETS divided by number of Tweets (hence higher for @TECO_2030). The below is not normalised @E_Krukowska @transenv @WWFEU @AnnaGumbau

[Sebastian Rilling @bari_rilling]

@MikeSzaboCP @andyschroeder11 @TECO_2030 @E_Krukowska @transenv @WWFEU @AnnaGumbau @ICIS_energy Hard to exclude someone from the list who has 28.4K followers and used #EUETS …
Think we’ll need some form of AI to judge if people actually know what they’re tweeting about

[Rio 🔰 @Rio_F79]

Forsberg hits the post for the 2nd time... Can't believe he hasn't scored. Struck that sweetly.

Last few minutes both #SWE and #UKR have created chances... Been an open game last few minutes.

#EUETS #SWEUKR

[Sebastian Rilling @bari_rilling]

@andyschroeder11 @ICIS_energy @Ifri_energie @E_Krukowska @LyndsayWalsh4 @elchinmamedov @TECO_2030 @CANEurope @ArgusMedia @Bellona_EU @carbon_forward @EsadeGeo @KateAbnett @climate_cake @borghesi_simone @transenv @KavitaBXL @FloJoeRo