Alessandro Vitelli
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
- Apr 1, 2022
- 3 min
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, 2021
- 8 min
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...
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Alessandro Vitelli
- Sep 18, 2021
- 6 min
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, 2021
- 4 min
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...
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Alessandro Vitelli
- Aug 10, 2021
- 4 min
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...
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Alessandro Vitelli
- Mar 28, 2021
- 3 min
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 –...
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Alessandro Vitelli
- Jan 8, 2021
- 4 min
Expect the unexpected?
“How ridiculous and how strange to be surprised at anything which happens in life.” (Marcus Aurelius) Unless you’re an industrial...
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Alessandro Vitelli
- Nov 27, 2020
- 4 min
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...
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Alessandro Vitelli
- Oct 29, 2020
- 4 min
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...
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Alessandro Vitelli
- Oct 11, 2020
- 8 min
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...
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Alessandro Vitelli
- Jul 29, 2020
- 5 min
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...
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Alessandro Vitelli
- Jun 1, 2020
- 3 min
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...
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Alessandro Vitelli
- Apr 13, 2020
- 5 min
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...
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Alessandro Vitelli
- Apr 1, 2020
- 3 min
A record-setting month for the EUETS
The EUETS set all sorts of records in March...
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Alessandro Vitelli
- Mar 18, 2020
- 1 min
A quick note about coal
The price of coal has fallen just 3.3% in the last ten days, while power and gas have lost between 18% and 19%. Carbon on the other hand...
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Alessandro Vitelli
- Mar 18, 2020
- 3 min
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...
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Alessandro Vitelli
- Mar 11, 2020
- 5 min
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...
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Alessandro Vitelli
- Mar 4, 2020
- 4 min
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...
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