Agenda
If you would like to discuss speaking opportunities for 2026, please contact alex.tassou@argusmedia.com
- 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