Policy & Future
EU ETS Reform Debate: What the 12 October Council Signals for Energy Storage Investors
EU environment ministers held their first policy debate on the ETS1 review in Luxembourg on 12 October, exposing a hawk-vs-industry split while EUA prices spiked to a near nine-month high. For storage investors, the emerging compromise means softer long-run carbon-price expectations but stronger EU-level funding and demand signals for BESS and green hydrogen.