CDR library

🌍 CDR can help us reach our climate goals while keeping Europe competitive and the EU ETS gives our industry that flexbility. 👀 More on why the ETS needs removals from the Negative Emissions Platform: https://lnkd.in/eAR6v2vp #ETSneedsremovals

🇪🇺 This timely new Ariadne dossier (Frank Best, Michael Pahle, Darius Sultani Claudia Günther, Malte Herten, Jörn Constantin Richstein, and Professor Ottmar Edenhofer, 2026) seems to have drowned in the whole SBTi noise. Yet it is one of the best analyses I have seen to date on why CDR is truly needed for the long-term effectiveness of the EU Emission Trading System. 📈 It starts with an assessment of what could happen to ETS prices, especially if CCS and green hydrogen dep

🇪🇺 Huge news coming out of Europe this week! The European Commission released a draft implementing act for the Carbon Border Adjustment Mechanism (CBAM) covering the use of carbon credits. 🔎 The punchline: Europe is looking to allow up to 10% of international carbon credits (Article 6) and what looks like unlimited domestic compliance carbon credits to be used to reduce CBAM levies for companies exporting to Europe. 💶 Why is this so big? Let’s do the maths: the CBAM - cur

💶 That is the billion euro question. A new study sheds light on this, and the numbers are big: 68-86Mt/year of durable CDR demand, easily >€10b/year. 🇪🇺 We are just 1-2 months away from the European Commission’s proposal on how CDR is to be integrated into the world’s largest emission trading system. I’ve seen a number of opinions on the potential impact on such an integration. 📄 However, to my knowledge, this is the first peer-reviewed paper modelling the exact demand th

🤔 Is European industry losing its competitiveness because of the EU ETS, as Italy and many other countries are arguing? Not according to Denmark! 💪 In fact, the relentless climate pioneer think the ETS is not going far enough. 🇩🇰 Denmark just introduced a national CO2 tax of €17/tCO₂e in 2026, increasing annually to roughly €48–50/tCO₂e from 2030 for ETS-covered installations. This means that facilities in Denmark will have to pay the ETS price PLUS the domestic tax. 🪜

💚 While several EU member states are taking stabs at dismantling the ETS, Spain is coming out in its defense: President Pedro Sánchez explicitly described the EU ETS as the “cornerstone” of EU climate policy and opposes proposals to weaken or suspend the system. 🤷 Why would Spain take such a different stance to Germany, Italy, and many others? ⚡ Already today, Spain is generating 56% of its electricity and 42% of its energy consumption from renewables. As a result, Spain i

Europe’s flagship climate policy - the EU ETS - has come under heavy attack lately. Its cost on carbon is seen as unsustainable and unfair to European industry. ⚠️ As a result, member states are asking for changes, delays, and even suspension. 🤔 But could CDR be a solution here? 📈 First, let’s start with the status quo: the cost of carbon in the ETS is going to increase - by design: estimates put it at around €150/t in 2030, €200/t in 2035, €270/t in 2040 and >€600/t in 205

🪓 Are you following how Italy is trying to break Europe’s most successful climate policy? 🫣 As an Italian myself, this is not easy to write. But it is necessary. 🏭 Here is how: under Article 6 of the just passed €3b “Decreto Bollete”, the Italian government would reimburse gas-fired power plants for the exact costs linked to ETS compliance. 📉 Without touching the ETS itself, Italy's move, if approved or replicated, could become a template that structurally undermines the

💚 The European Emission Trading System (EU ETS) might well be the most effective decarbonisation policy humanity has ever created: it has lowered emissions of industrial facilities in the EU by around 50% in 20 years and saving an estimated 2Gt already! 🇪🇺 And we are just getting started! But the whole premise of the ETS is that the cost of emitting a ton of CO2 will keep increasing, as free allowances and the so-called cap decrease. 💶 The ETS is also currently generating

💭 When I think about what will generate the biggest demand for CDR in the coming decade, I come back to three things: 1️⃣ EU ETS integration 2️⃣ International credit procurement towards the EU 2040 target 3️⃣ Use for EU CBAM carbon price deduction. 💪 The last one is the big underdog amongst the three. Yet, unbeknownst to many, things are happening! 🇪🇺 The EU Commission is currently working on detailed rules of what the use of international credits - likely under Article

What makes me so confident? Here a few highlights I expect: 🏛️ First-ever government purchase of durable CDR 📈 EU ETS integration 🧾 First EU CRCF-certified credits could be a real milestone 🌍 Rise of international credits Tune into the latest CDR Policy Scoop for the deep dive, as well as Eve Tamme ’s list. 🎧 Listen here: https://lnkd.in/d4sEDUdb ▶️ Watch on YouTube: https://lnkd.in/d9W7sSCW ❓What do you think will move the needle most next year?