Alessandro Vitelli
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
May 27, 20204 min read
What sort of rally is carbon going to have?
After March’s vertiginous drop in EUA prices, carbon appears to have found a new level between €18.50-22.00 for the time being, and we’re...
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Alessandro Vitelli
May 4, 20203 min read
Monthly review – April 2020
Here's my regular monthly romp through the charts and data for last month. 1. Prices had one of their better Aprils in historical terms,...
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Alessandro Vitelli
Apr 29, 20206 min read
Marking carbon's card
Hard as though it may be to believe, EU carbon prices are down by just 17.5% since the start of the year. In comparison, TTF year-ahead...
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Alessandro Vitelli
Apr 20, 20206 min read
Traders working from home enjoy life with less management
So much has changed in the last month for everyone; our routines have been turned upside down and our familiarities have been taken away...
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Alessandro Vitelli
Apr 13, 20205 min read
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, 20203 min read
A record-setting month for the EUETS
The EUETS set all sorts of records in March...
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Alessandro Vitelli
Mar 23, 20203 min read
Should the EU delay EU ETS compliance?
The coronavirus pandemic continues to spread its tentacles into every corner of human life, causing lockdowns, the closure of public...
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Alessandro Vitelli
Mar 18, 20201 min read
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, 20203 min read
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, 20205 min read
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, 20204 min read
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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Alessandro Vitelli
Feb 12, 20202 min read
The problem of “net zero”
The media is awash with stories about large companies such as BP and Shell promising to go “net zero” by 2050, as part of the effort to...
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Carbon Reporter
Dec 21, 20153 min read
Copenhagen’s legacy
It’s always darkest before the dawn. Sometimes, the light at the end of the tunnel really is the light and not an oncoming train. COP21...
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Carbon Reporter
Dec 2, 20153 min read
Plus ca change? Well, maybe not
We’re at the end of the third day of COP21, and, after a brief interlude when 150 heads of state and government graced the world stage...
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Carbon Reporter
Nov 29, 20153 min read
Paris is ready. Are we?
Paris is ready. The UN climate talks start tomorrow, and the French hosts have left nothing to chance. No last-minute failure, no repeat...
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Carbon Reporter
Oct 26, 20154 min read
Coal industry dodges climate question as it focuses on baseload demand
At the same time as government negotiators were haggling over the text of a global climate treaty in Bonn last week, coal executives...
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