25 April 2022
UK ETS Market Outlook: 25/04/2022
The outlook for the UK ETS this week is neutral to bearish on wider market risk. We saw UKAs follow the EU ETS higher last week but potential for recession and industrial shutdowns remains, while…
The outlook for the UK ETS this week is neutral to bearish on wider market risk. We saw UKAs follow the EU ETS higher last week but potential for recession and industrial shutdowns remains, while…
EUAs last week broke through technical resistance around €81.80 which seems to have triggered buy orders by speculators. On top of that, we’re in the last week before the 30 April compliance deadline, so last…
In today’s Comment we will try to make sense of market pricing for ECB rates by using simple models or rules of thumb to get a sense of where policy rates should be in the…
The outlook for the UK ETS this week is neutral to bearish. Mild weather should reduce energy demand though there is relatively little renewable generation with wind levels low, so carbon intensive electricity will continue…
As in previous weeks we flag near-term downside risk but retain a neutral view for the week ahead. High commodity prices are forcing some industrial shutdowns or production cutbacks, and threaten to produce more and…
Before we preview today’s ECB meeting, we want to briefly discuss inflation. As we know all too well, inflation readings are high. Inflation readings as in year-on-year percentage increase in the consumer price index. The…