Request the recording: How Hedging and Banking Strategies Drive EUA Price Formation
On Thursday, June 20, 2024, our experts discussed the impacts of hedging and banking on EUA price formation. Please fill out the form below to access the recording of this important webinar. To learn more about our work in this area, continue reading below the form:
About ClearBlue Vantage Behavioural Insights
ClearBlue Markets now offers Vantage Behavioural Insights, an emissions trading model tailored for the European Union Emissions Trading System (EU ETS) that leverages advanced behavioural analytics to offer unparalleled insights into companies' emission allowance management strategies.
This model empowers users to make informed decisions in the ever-evolving carbon market landscape. Behavioural Insights is now in beta with development partners and will be available exclusively to Clear Blue Vantage Summit subscribers in the fall of 2024.
Interpreting Significant Changes in the EU ETS
Over the next five years, the EU ETS will undergo transformative shifts, redirecting its focus from utilities and fuel switching to industries and transport. This pivotal transition is driven by crucial policy adjustments, including the introduction of the Carbon Border Adjustment Mechanism (CBAM), the phasing out of free aviation allowances, and the inclusion of maritime transport with quickly decreasing free allocations.
As a result, emission trends are expected to undergo significant changes. While power emissions are projected to decrease substantially from 2023 to 2030, industrial emissions will decline gradually. Conversely, transport emissions, particularly from maritime sources, are forecasted to surge upwards by more than double. This shifting landscape redistributes the responsibility for covering emission deficits from power generation to the industry and transport sectors, heralding a profound realignment in emission reduction strategies across various economic segments.
ClearBlue's Innovative Approach
Vantage Behavioural Insights addresses these challenges by providing a granular analysis of the supply and demand dynamics within the EU ETS. It delivers deep insights into market dynamics by integrating empirical data on purchasing and selling behaviours and employing advanced behavioural analytics. With over 30 clusters of companies analyzed based on trading behaviours, Behavioural Insights incorporates principles from behavioural finance and trading to predict market trends accurately.
Contact us to learn more or to join our beta program for this service.