Marcus Ferdinand

Analysing and forecasting developments in emission trading and power markets in Europe. Tweets are my own opinion.

[Marcus Ferdinand @MFOslo]

Read my take in @CarbonPulse on the removal debate within the #EUETS and why the incentive system for removal projects should be launched now when there is still ample supply in the non-removal segment of the market to help a critical mass of the early movers jump over the fence.

[Carbon Pulse @CarbonPulse]

Instead of a Carbon Central Bank approach, a functioning, future-oriented carbon market can address the challenges of liquidity constraints and residual emissions as the #EUETS cap approaches zero, according to Veyt's @MFOslo

https://t.co/EpnkAuk1JV #OCTT

[Marcus Ferdinand @MFOslo]

Carbon markets are booming globally. We at @greenfact_eu are expanding our team with voluntary and compliance #carbon market analysts.

Check our career pages: https://t.co/q2zl29PP02

Any questions, DM me.

#hiring #OCTT #VCM #EUETS #RGGI #WCI #CNETS

[Marcus Ferdinand @MFOslo]

Following an hour of voting, Parliament decides to send the #EUETS file back to committee. Questionable whether this will enable a broader compromise. This will significantly delay the timeline of the ETS review file in Parliament, Council in the frontrunner position now. #OCTT

[Marcus Ferdinand @MFOslo]

Co-legislators doubling down on the 'Fit-for-55' process by Economic and Financial Affairs Council landing on general approach for the carbon border adjustment mechanism and Parliament's Environment committee advancing the #EUETS market stability reserve file. #OCTT

[Netherlands at the EU @NLatEU]

At today’s #ECOFIN EU ministers reached a general approach on #CBAM.

[Marcus Ferdinand @MFOslo]

Speaking to @JakobSchlandt about the current price drivers in the #EUETS and why there is room for a short-term correction.
A brief summary of the @TspBackgroundEK article here: https://t.co/e07Z38IVCt

#OCTT

[Marcus Ferdinand @MFOslo]

We @THEMA_CG have just published our model-based analysis on the impact of the German coalition contract for European power markets and the #EUETS. Find a copy of the analysis here for a great start to your weekend: https://t.co/rydRVVAM16

#OCTT #renewables #FitFor55

[Marcus Ferdinand @MFOslo]

Crucial topic to cover! Important to avoid the temptation of using the current high-price energy market environment as an excuse to water-down long-term decarbonisation targets.
...and congrats @fede_disario for becoming a full member of the #EUETS bubble. #OCTT

[Carbon Pulse @CarbonPulse]

ANALYSIS: EU seen resisting Poland's call to slow #climate work, may bolster support measures

With its EU status questioned, #Poland proposes ways to curb #EUETS #carbon market speculation

by @fede_disario

https://t.co/U7v7kCbtHf $ @CANEurope
@ceps_ech
@MFOslo
@RedshawAdvisors

[Marcus Ferdinand @MFOslo]

We just launched our updated @THEMA_CG carbon price forecast. I'm excited to discuss our latest #EUETS findings later today @carbon_forward conference. If you'd like to pre-read into the main findings, have a look here: https://t.co/CbF5cZ2LPj

#OCTT

[Marcus Ferdinand @MFOslo]

Delighted to join this year's @carbon_forward analyst showdown with my new @THEMA_CG hat. I assume diverging views on the #EUETS price trajectory towards 2030. A discussion against the backdrop of a sky-high energy complex, continued investor interest and #Fitfor55

#CF2021 #OCTT

[Marcus Ferdinand @MFOslo]

Our latest @THEMA_CG study finds that accelerated expansion of RES capacities could lead to falling German #power prices despite a 2030 coal phase-out. Storage and grid infrastructure essential to avoid supply bottlenecks though: https://t.co/XL2uqQ5Szh

#CO2 #EUETS #Renewables

[Marcus Ferdinand @MFOslo]

Germany will elect a new Parliament in less than two weeks.
With my @THEMA_CG colleagues, I'll assess the implications for German energy policy and power prices in a free-of-charge webinar on 28 Sept:
https://t.co/ehMWIhi9eS

#GermanElection2021
#Energy
#OCTT
@AHKNorwegen

[Marcus Ferdinand @MFOslo]

Speaking to the German newspaper @FAZ_NET about the reason for high #CO2 prices and the recent claims by @StromioGmbH on the impact of speculative positions for the #EUETS #OCTT

My english take is here: https://t.co/2xnIzJwRi1

[Marcus Ferdinand @MFOslo]

Comprehensive write-up by @EnergyMonitorAI on the reasons for and implications of a high #EUETS price. Discussing wit @mrgnicholls how carbon turns into a financial asset and why constantly high volatility can become an issue for abatement investments on the compliance side #OCTT

[Sonja van Renssen @SonjavanRenssen]

#EUETS #carbon prices are at a record high of over €50 a tonne. Will they stay there? By @mrgnicholls: https://t.co/zVV5y5wqTH via @energymonitorai #EUGreenDeal #FitFor55 @Energy4Europe @MFOslo @jahn_olsen @BloombergNEF @Vertis_EF @ClearBlueMarket @EmberClimate @sandbagbe

[Marcus Ferdinand @MFOslo]

First #UKA auction clears at GBP £43.99/t, sending the secondary UKA market lower. Still above the secondary #EUA price though, confirming the premium of UK allowances over the #EUETS #OCTT

https://t.co/vlVPmMiDx9

[Marcus Ferdinand @MFOslo]

The #UKETS opens a new chapter in pricing carbon for GB polluters today. Not directly linked to the #EUETS, a strong indirect linkage through the power sector. We @ICISOfficial expect utilities hedge demand & need for EUA/UKA swap to create UKA price pressure at the start. #OCTT

[Marcus Ferdinand @MFOslo]

@andyschroeder11 @tagesschau @andreasloeschel @AgoraEW Thanks, re-tweeted with correct link

[Marcus Ferdinand @MFOslo]

When #EUETS makes it to mainstream media, something significant is happening. Explaining the impact of ambitious policy framework, financial sector strategies, delayed free allocation to @tagesschau (German), oined by @andreasloeschel and @AgoraEW #OCTT https://t.co/mEKdXzv5Bs

[Les Echos Finance @EchosFinance]

Jusqu'où ira la flambée des prix des quotas de carbone ? La question préoccupe de plus en plus les industriels, en France comme en Europe. Par @Sharonwaj @MarionHeilmann @LesEchos https://t.co/S62ah04tAX

[Marcus Ferdinand @MFOslo]

What a day - European carbon above €50/t for the first time (correcting now though). Discussing with @OilSheppard how the #EUETS is starting to be seen as a potential way to hedge exposure to the energy and climate transition. #OCTT

[David Sheppard @OilSheppard]

EU carbon prices hit record €50 a tonne https://t.co/sNCQ3p2HDV via @financialtimes

[Marcus Ferdinand @MFOslo]

Discussing the impact of the financial sector on the #EUETS with @FAZ_Wirtschaft (German only)
Featured: German industry association @Der_BDI sees current carbon price not as problem, @VDombrovskis sees CBAM and staged phase-out of free allocation WTO-rule compatible. #OCTT

[FAZ Wirtschaft @FAZ_Wirtschaft]

#Emissionshandel: Preisexplosion im CO2-Handel – mit Folgen für die Industrie, aber auch den #Kohleausstieg. Von @HendrikKafsack und Niklas Záboji mit Stimmen von @WWF, @andreasloeschel, @MFOslo @Der_BDI und @zukunft_gas: https://t.co/aY9t81jU5j