. 🔹 We keep focusing on the same policies: ETSs, CCfDs, procurement.

📄 Three more EU Parliament positions on the EU ETS just came in through Contexte: Renew, S&D, and the What really stands out is that two of them (S&D and Greens) suggest only allowing DACCS in the ETS. 🤔 would not be a good idea. 🏭 The two parties are even suggesting to delete the clause that would allow ETS This would de facto mean that removals would be less than 2% of emissions in the EU ETS in the 2030s.

Commission is considering integrating only a small subset into the EU Emission Trading System (hashtag#ETS

. 😮 The EU ETS is - by far - the largest compliance market for carbon in the world and accounts already Integration of CDR into the ETS would be a game changer for the industry. and let the CRCF be the gatekeeper for what permanent removals are deemed high quality enough for the ETS There is so much other incredibly important stuff in there such as aviation: should the EU extend the ETS : Stakeholder interviews, surveys, and data collection 🔹 July 2026: Deadline for review clauses on ETS1

💚 The European Emission Trading System (EU ETS) might well be the most effective decarbonisation policy But the whole premise of the ETS is that the cost of emitting a ton of CO2 will keep increasing, as free 📉 Now that very foundation of the ETS is being questioned, sending shock waves through the market as can be seen by the freefall of EU ETS Emission Allowance (EUAs) prices by 25% in just a month - from this would be: China is investing heavily and aggressively into its own ETS (already covering 15% of

🇪🇺 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

. 💱 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

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

. 🇪🇺 As Renew Europe’s Shadow Rapporteur on the EU ETS revision, Wiesner’s voice carries a lot of weight

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