The EU ETS review scheduled for 17 July 2026 is quickly approaching and details are now emerging regarding changes the European Commission could propose. These reviews take place infrequently (usually every five years) and tend to have wide-reaching implications for sectors included within the EU ETS.
The scope of the review is broad and will likely require affected companies to update their existing EU Allowance (EUA) procurement strategies. We’ve summarised our expectations for possible changes and any subsequent impact on prices in this quick reference guide.
