🇪🇺 No surprises here: I believe compliance is the way to go for carbon removals and no more promising policy than the EU Emission Trading System (hashtag#EUETS) to generate large-scale demand. 💶 It is - by far - the biggest carbon compliance market in the world, generating more than €40b/year. And that number is just going up given its design. 🤔 CDR could, and likely will, be integrated starting in 2031. While that would be great news in itself, what matters are the details: what CDR? How exactly? Which amounts? Link to CRCF or not? 📄 The European Commission just published a consultation on the matter open until July 8th. It is short, however. Only 6 pages. I already had many of you reach out to me asking for advice. 💡 For that reason, Eve Tamme and I decided to host a CDR Policy Scoop where we make sense of this consultation. What’s in it, what’s not. How the process works. And - crucially - what you can do to shape the process. 💪 This is a rare opportunity to be part of groundbreaking EU CDR policy from the get go! 📆 Tune in on Monday 28th of April at 9am PT / noon EST / 6pm CEST here on LinkedIn live or subscribe to our podcast: https://lnkd.in/dKDu_ghM ⁉️ As always, drop your open questions and perspectives here in the comments to make this as interactive and impactful as possible. 🥳 On another note: the CDR Policy Scoop hit 1k followers - thanks everyone for being part of this journey!

. 🔁 The CDU/CSU is explicitly asking for the integration of CDR into the ETS. 🎯 The CDU/CSU is also the use of Article 6 credits from outside of the EU to achieve German climate targets and for the EU ETS

Plus, this could open the door to temporary removals in the ETS. 💪 Instead, our focus should be on strengthening processes within the CRCF to give us full confidence in the interchangeable use of its units for the ETS

by 2030 and ramping up to 58 per year by 2050. 2️⃣ The UK plans to integrate durable CDR into their ETS

. 💱 Darius Sultani et al. (2026) “How the EU can utilize its carbon market to scale up carbon dioxide It assumes CDR and ETS Emission Allowances (EUAs) to be fungible, so marginal abatement cost equals marginal removal cost. 📈 There is also no ETS2 merger, no UK ETS linkage or Article 6 flows - all of which would increase the volume. 🤔 Under full integration, the EU ETS could incentivise 68-86 Mt CO₂/yr of combined integration (MRV/CRCF -> partial integration -> full integration) to a concrete proposal to transition the ETS

durable CDR option available today and should be among the first options integrated into the EU and UK ETS As a reminder: the European Commission is currently drafting a legislative proposal on CDR in the EU ETS ETS integration seems almost a given, but one of the key questions is which technologies will qualify 🫰 BCR is the only cost-compatible durable CDR for the ETS at €150-€200/t 🏆 90% of all durable CDR globally robust, digital MRV has already tracked >100Kt 👉 Bottom line: CRCF-certified BCR is a no-brainer for ETS

advocate for integrating Carbon Dioxide Removal (hashtag#CDR) into Emissions Trading Systems (hashtag#ETS Could this weaken the EU ETS, which has been instrumental in reducing carbon emissions? They argue that only CDR methods that are considered "permanent" should qualify for integration into ETS Defining rules for the integration of CDR certificates into the market so that they can be traded with ETS

🤔 Can we leverage future ETS revenues for present day investments into CDR? Responsible Carbon Removal . 💶 The idea is not new: use European Investment Bank bonds backed by an ETS1 and ETS2 guarantee base to mobilise up to 200 billions of euros in green investment in the 2028-2034 installed capacity, and climate targets for the EU. 📆 In just under two weeks we will see the long-awaited ETS Now is the time to think beyond integration, and look at how the ETS can be leveraged for CDR more broadly

🙈 Admit it. Do you understand the difference between EU Parliament, Commission, and Council? And why do they keep “trialoguing”? 😅 Well, you’re not alone. If you want to understand this bureaucratic labyrinth that’s leading in the way in carbon removal policy, then you’ll love what I have in store for you. 👀 Stay tuned for more soon.

🤯 The Chinese emission trading system is a whopping 6x the size of Europe’s ETS and now covers 60% of It’s fascinating: ◾The ETS was launched in 2021, designed to support the national goal of peak emissions in 2030 (65% reduction vs 2005) and net-zero in 2060 ◾The ETS started with power (2021 - 5Gt - 40% of It’s quite different from the EU ETS. 🔎 For now, it is largely a monitoring tool. Yes, the Chinese ETS is still small in financial terms, reaching only CNY 18 billion in 2024 (€2b).

⭐ Few countries have understood CDR as well as Switzerland. And some of its brightest civil servants have spent years designing cutting-edge CDR policy. 😍 Alongside my colleagues at @carbonfuture, we went deep into the topic and distilled everything you need to know into a beautiful, shareable policy brief.  🏆 Switzerland has created what most countries still lack: a clear, funded, and internationally connected framework for carbon removal. 👀 Check out the carousel for some of the of the hightlights. 📑 Go and download your free Switzerland policy brief now:  https://lnkd.in/dg_8VvW6 ). 👇 Let us know what you think in the comments. We will be producing more of these (next is almost done…) and want to make sure they are genuinely useful to the ecosystem.

💬 The European Commission is currently consulting on the future of the Emissions Trading System (ETS