The EU Emission Trading Scheme is the single most important steering tool to incentivize and drive a decarbonization process. We believe one of the key themes at COP 26 will be Global Carbon Pricing.
The Global Carbon markets are the most important political environmental impact tool today. In that regard, the EU ETS markets are setting an example for both US and China. The political support for Global Carbon Markets is more vital than ever before.
What would the effects be of a Carbon price of >€100, or even €250? How should a long-term investor strategically and tactically position itself if you want to be long the price trend and have a positive climate effect?
For more information on the EU ETS markets, please reach out.
