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Alessandro Vitelli
Aug 19, 20227 min read
Same old August.... or is it?
European carbon prices have followed their now-traditional course in August by rising on the back of the 50% reduction in auction...
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Alessandro Vitelli
May 25, 20225 min read
Ooooh! Look at that cookie jar!
Last week the European Commission announced its intention to bring roughly 200-250 million EUAs out of the Market Stability Reserve (MSR)...
507 views0 comments


Alessandro Vitelli
May 19, 20228 min read
Can Brussels chase the speculators out of the EU ETS?
Party coordinators in European Parliament’s environment committee want to clamp down on speculative traders participating in the EU ETS....
201 views0 comments


Alessandro Vitelli
Apr 1, 20223 min read
Deceived wisdom
It’s been a somewhat wild start to 2022. As the energy index below shows, we had a relatively calm start to the year before Russia...
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Alessandro Vitelli
Dec 22, 20218 min read
What a long, strange trip 2021 has been
It’s been a year of tumbling records and high anxiety as carbon prices have explored uncharted territory while natural gas and...
865 views1 comment

Alessandro Vitelli
Dec 7, 20215 min read
Trigger-happy
Edit: December 8 – I've added a third possible interpretation of the Article 29a calculation at the bottom of this post. A few people...
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Alessandro Vitelli
Sep 22, 20214 min read
“Nothing surpasses the beauty and elegance of a bad idea.”
It hasn’t taken long for governments to notice the EU ETS, spitting out revenue at the rate of half a billion euros a week, and get the...
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Alessandro Vitelli
Sep 18, 20216 min read
Is it over?
So the latest peak in European carbon prices is over. EUAs climbed to a record of €63.35 on September 8 and have settled back at around...
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Alessandro Vitelli
Sep 15, 20214 min read
What does the current price of EUAs actually represent?
(This article was originally published on September 8 on Carbon Pulse). Despite all the excitement around EUA prices topping €60 for the...
886 views0 comments


Alessandro Vitelli
Aug 10, 20214 min read
Carbon’s summer of– NATURAL GAS!
Carbon’s steady progress to the top of the energy agenda, thanks to its 140% rally since November 2 last year, has been brought to a halt...
1,315 views0 comments


Alessandro Vitelli
May 10, 20216 min read
The next ETS arriving at Platform 4....
Now that EU ETS compliance is over with for another year, the market can metaphorically wash its hands and move on to the next course of...
949 views0 comments

Alessandro Vitelli
Apr 16, 20215 min read
"Fasten your seatbelts, it's going to be a bumpy night."
Compliance season is almost over. A large proportion of industrials have by now completed their 2020 purchases, and the market seems to...
959 views5 comments


Alessandro Vitelli
Apr 1, 20212 min read
Carbon Expo 2006 – or was it?
The story goes that in 2006, the first set of verified emissions data leaked out about a week before the due date, during the annual...
423 views0 comments


Alessandro Vitelli
Mar 28, 20213 min read
2021 BC (beyond coal)
Over the past few months it’s become apparent that an increasing number of people believe that the first part of the EU ETS’ work –...
320 views0 comments


Alessandro Vitelli
Mar 13, 20213 min read
Everybody wants some
A month ago I reported on the rumours that the European Commission was considering action to limit the influence of speculative traders...
698 views1 comment

Alessandro Vitelli
Feb 12, 20213 min read
Brussels gets twitchy
I have edited and updated this blog to add some thoughts on Article 29a, and to include some information from Carbon Pulse, who repost...
1,370 views0 comments


Alessandro Vitelli
Feb 3, 20214 min read
May you live in interesting times
Well, this has been an interesting week. In the space of 72 hours carbon has risen 14%, reached a new all-time record and if things keep...
1,238 views0 comments

Alessandro Vitelli
Jan 8, 20214 min read
Expect the unexpected?
“How ridiculous and how strange to be surprised at anything which happens in life.” (Marcus Aurelius) Unless you’re an industrial...
613 views0 comments

Alessandro Vitelli
Nov 27, 20204 min read
Phase 4's starting pistol misfires
The last week has seen a couple of significant changes to the predicted supply schedule for the start of EU ETS Phase 4, and while they...
255 views0 comments


Alessandro Vitelli
Nov 18, 20203 min read
Has EU carbon rounded the corner?
We are now in the last four weeks of the Dec 20’s reign as the front-year futures contract. There are fewer than 25 daily auctions left...
557 views0 comments
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