72verbleibende Tage
Agenda
Discover the full agenda for the Argus Europe Carbon Conference, focused on market‑based solutions to decarbonisation and the policy, pricing and investment signals shaping European carbon markets. From EU ETS and CBAM reform to the evolving voluntary carbon market and Article 6.4, the programme is designed to help you understand compliance risk, competitiveness impacts and emerging opportunities across the carbon value chain.
Browse the sessions below for agenda highlights, deep dives and market updates, with discussions covering EU ETS price outlooks, CBAM and aviation market integrity under CORSIA. If you would like to discuss speaking opportunities at the 2026 event, please get in touch.
- 17:00 - 19:00
Welcome drinks reception
- 08:00 - 08:50
Registrations and welcome refreshments
- 08:50 - 08:55
Conference welcome
- 08:55 - 09.00
Chairperson's opening remarks
- 09:00 - 09:30
Emissions markets, competitiveness and Europe’s industrial strategy
- Alignment of emissions markets with Europe’s industrial strategy and 2040 climate objective
- Carbon pricing as an industrial policy tool shaping investment and decarbonisation pathways
- Distributional impacts across sectors, regions and member states
Free allocation phase-out, CBAM and the evolving balance between competitiveness and decarbonisation - Structural trade-offs between climate ambition, industrial resilience and global competitiveness
- 09.30 - 10.00
European emissions market update: Prices, supply & demand and policy signals
- EU ETS Review in 2026
- Revised EU ETS benchmarks for 2026-2030
- Current supply-demand balance and EUA price risks through 2026-2028
- EU vs UK ETS fundamentals
- Political noise and policy uncertainty being priced into market today
- 10:00 - 10:15
Spotlight by Everpath
TBC
- 10:15 - 10:45
Networking coffee break
- 11.45 - 12:30
European emissions market price outlooks analyst panel
- Short-term and long-term EUA price outlook and key near-term catalysts
- Medium- to long-term supply and demand assumptions
- Divergence in analyst price forecasts and underlying drivers
- Impact of policy direction on long-term price expectations
- 11:15 - 11:45
EU ETS and UK ETS: Pathways to alignment and market implications
- Latest developments on EU-UK ETS linkage
- Design compatibility between EU ETS and UK ETS
- Impact of 2040 EU climate targets and potential international credit flexibility on linkage feasibility
- Role of CBAM in increasing alignment pressure
- Price formation and industrial competitiveness implications of linkage
- 11:45 - 12:15
EU ETS 2: Expanding Carbon Pricing and Managing Political Risk
- EU ETS 2 design and structural differences from EU ETS
- Carbon pricing exposure for road transport and buildings
- Allowance supply controls, price stabilisation mechanisms and early pricing expectations
- Consumer price impact and social acceptance pressure shaping ETS 2 design
- 12:15 - 13:45
Networking lunch
- 13:45 - 14:25
CBAM and Carbon Pricing: Certificates, Supply and Market Expectations
- EU CBAM’s impact on EUA pricing and market sentiment
- Free allocation phase-out and its effect on forward EUA pricing and hedging behaviour
- 14:25 - 15:05
Can Europe’s heavy industry remain competitive under CBAM and a tightening EU ETS?
- Exposure of Europe’s core industries to rising carbon costs under CBAM and the EU ETS
- How companies are reassessing capital allocation and long-term investment decisions
- What the phase-out of free allowances means in practice for competitiveness, margins, and investment timing.
- Is CBAM sufficient to prevent leakage and global displacement of emissions?
- How asymmetric global carbon rules are reshaping competition with non-EU producers across key traded sectors.
- What signals do industrial players need from policymakers to commit to decarbonisation in Europe?
- 15:05 - 15:35
Netowkring coffee break
- 15:35 - 16:15
Trading the new carbon stack
- Decoupling of carbon pricing from gas and power fundamentals in a renewables-driven system
- Trading desk positioning and risk management across carbon, power and gas markets
- Hedging CBAM exposure through EUA markets and structured trading strategies
- Geopolitical risk as a driver of positioning, volatility and market opportunity
- Use of structured instruments and contracts to manage delivery risk and cross-market exposure
- 16:15 - 16:55
Biochar carbon removals: pricing, claims and market structures
- Buyer demand for biochar removals and willingness to pay relative to other removal types
- Biochar durability, permanence and MRV requirements shaping market confidence
- Supply scaling constraints for biochar and implications for deliverability and pricing
- Claims, additionality and system boundaries determining credible corporate use
- Contract structures and demand commitments supporting bankable biochar projects
- 16:55 - 17:00
Chairperson’s closing remarks
- 17.00 - 19.00
Networking drinks beach reception
- 08:00 - 08:50
Registrations open
- 08:50 - 09:00
Opening remarks
- 09:00 - 09:15
Setting the scene for CORSIA
15 Minute Spotlight on CORSIA by the Argus team.- 09:15 - 09:55
How are airlines preparing for CORSIA compliance?
- Airline compliance strategies and procurement approaches under CORSIA Phase I
- Timing of credit procurement and implications for market liquidity and price formation
- Hedging considerations
- EU ETS exposure risk
- Interaction between CORSIA compliance, SAF deployment and broader decarbonisation strategies
- 09:55 - 10:35
CORSIA supply, authorisations and environmental integrity
- Status of CORSIA-eligible credit supply and delivery readiness
- Role of host-country authorisations and Letters of Authorisation in enabling supply
- Interaction between national climate policy and CORSIA credit availability
- Environmental integrity considerations beyond eligibility criteria and due diligence practices
- 10:35 - 11:05
Coffee and networking break
- 11:05 - 11:35
Shipping Decarbonisation and the IMO’s Evolving GHG Framework
- IMO’s revised GHG strategy
- EU ETS full compliance and UK ETS integratio
- Interaction between FuelEU Maritime, IMO measures and regional rules
- Fuel strategy decisions, availability and cost
- Cargo-owner procurement and Scope 3 demand signals
- 11:35 - 12:15
Scaling CCS and CCUS for Hard-to-Abate sectors: Policy, markets and industrial reality
- Role of CCS and CCUS within Europe’s industrial decarbonisation strategy
- Industrial sectors positioned for near-term deployment and structural constraints to scale
- CCS clustering, transport and storage access as determinants of project viability
- EU ETS and CBAM implications for CCS investment signals and project economics
- Risk allocation across the CCS value chain and models for bankable delivery
- 12:15 - 12:35
Biomethane, the EU ETS and Carbon
Spotlight presentation on biomethane by the Argus team.
- 12:35 - 13:00
Expanding into global renewable energy certificates
- Global prices and volumes
- Policy, regulation and legislation
- The future of energy attribute certificates markets
- 13:00 - 14:15
Networking lunch
- 14:15 - 14:45
Switzerland and Article 6.2: Early lessons in cross-border carbon cooperation
- Swiss Article 6.2 approach and rationale for bilateral cooperation
- Status of Switzerland’s bilateral arrangements and implementation progress
- Corresponding adjustments in practice and key operational risks
- Interaction with compliance regimes including EU ETS and CORSIA
- Lessons from Switzerland for scaling cross-border, interoperable carbon markets
- 14:45 - 15:15
Corporate Use of Carbon Markets: Credibility, Strategy and Risk
- Aligning with the SBTi's updated Corporate Net-Zero Standard (v2.0)
- Scope 3 target delivery challenges and credibility risk from value-chain emissions gaps
- Article 6 authorisation and corresponding adjustments as tools for managing reputational risk
- Reputational and litigation risks shaping corporate procurement decisions
- 15:15 - 15:55
Financing carbon projects: capital structures, risk transfer and investment models
- Role of banks and structured finance in scaling carbon projects
- Insurance and risk transfer mechanisms enabling project bankability
- Alternative capital and funds bridging early-stage and high-risk projects
- Offtake agreements, forward contracts and revenue certainty as financing tools
- Interaction between compliance markets, voluntary demand and project financing
- 15:55 - 16:50
– CRCF and the future of European carbon removals
- Role of CRCF within the EU climate policy landscape and implications for removals markets
- Certification and verification standards shaping market confidence and buyer behaviour
- BECCS and DACCS as engineered removal pathways under CRCF
- Industrial demand signals and integration of removals into decarbonisation strategies
- Investment models and policy signals required to scale durable carbon removals
- 16:50 - 17:00
Closing remarks