CDR library

🤔 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?