HomeEverythingEducationTV
Equities & FundsCrypto & Digital AssetsAI & TechnologyBusiness & CorporateUS Politics & PolicyGeopolitics & Global RiskMacro, Rates & FXCommodities & EnergyEuropean Politics & MarketsAsia-PacificReal Estate & Property
Story archiveAll categories
← All Stories

EU carbon market overhaul risks weakening emissions cuts, critics say

Created at 17 Jul · 4:11 PM1 source↑ Market-relevant
IN SHORT

The European Commission has proposed an overhaul of the EU Emissions Trading System (ETS), its primary tool for cutting greenhouse gas emissions. Critics argue the changes, intended to ease costs for heavy industry and enhance competitiveness, risk weakening the system's effectiveness and jeopardizing climate targets.

✉Newsletter

PiQ Daily

Pick your topics. Get only what matters, on your cadence.

Key Numbers

90%EU emissions reduction target by 2040
47%ETS emissions reduction achieved by 2023 vs 2005
100 billioncubic meters of gas saved by ETS
5,000kmradius for ETS flights
2038year free allowances for steel/cement would end
2034original planned end date for free allowances
3.7%planned annual reduction in emissions cap from 2031
1.7%planned annual reduction in emissions cap from 2036
4.3%current annual reduction in emissions cap
2bnadditional tonnes of CO2 emissions allowed by slowing reduction rate
80%free permits for companies investing in clean production
20%free permits distributed after investment spending
46%target electrification of EU economy by 2040
23%current electrification of EU economy

Who's Involved

European Commission
proposed overhaul of the EU Emissions Trading System
Wopke Hoekstra
EU climate commissioner
Michael Bloss
German Green MEP critical of the proposals
Camille Maury
WWF policy officer on industrial decarbonisation
Markus Beyrer
Director General of BusinessEurope
Peter Liese
German lawmaker representing the European Parliament in negotiations

↳ Why This Matters

The proposed overhaul of the EU's flagship carbon market could significantly impact the bloc's ability to meet its climate targets and influence the competitiveness of its industries. Critics fear that weakening the ETS will undermine incentives for decarbonization, while proponents argue the changes are necessary to prevent industrial flight and ensure a just transition.

Key facts

  • The European Commission has proposed an overhaul of the EU Emissions Trading System (ETS).
  • Critics argue the changes risk weakening the ETS, potentially jeopardizing EU climate targets.
  • Heavy industries will receive free pollution permits for longer, and the rate of emissions cap reduction will slow.
  • The ETS will be extended to include municipal waste and flights within a 5,000km radius of a central European point.
  • The proposals aim to balance climate goals with concerns about industrial competitiveness and energy costs.

The European Commission has proposed significant changes to the EU Emissions Trading System (ETS), its primary policy for reducing greenhouse gas emissions. Critics argue that these proposed reforms, aimed at addressing concerns about industrial competitiveness and high energy costs, risk weakening the effectiveness of the carbon market and jeopardizing the EU's climate targets.

The overhaul comes as the EU aims to reduce emissions by 90% by 2040. However, some member states have pressured the Commission to ease the ETS's burden on industries, fearing job losses and reduced competitiveness. In response, the proposals include extending the period during which heavy industries like steel and cement receive free pollution permits, pushing the phase-out from 2034 to 2038. Additionally, the annual reduction rate of emission permits will be slowed.

EU climate commissioner Wopke Hoekstra defended the proposals, emphasizing that they are designed to incentivize investments in clean production within Europe and prevent industries from relocating due to perceived unfair competition from rivals with heavy state subsidies. He stated that the ETS is a "phenomenal asset" that has already significantly reduced gas consumption and emissions.

However, environmental groups and some lawmakers have voiced strong opposition. Michael Bloss, a German Green MEP, accused the Commission of granting industries a "licence to pollute" for longer and at a lower cost. Camille Maury of WWF warned that the changes jeopardize a predictable price on pollution crucial for clean technology investments, comparing the removal of core elements to destabilizing a Jenga tower.

The proposals also include extending the ETS to municipal waste and flights within a 5,000km radius of a central European point, as well as applying it to private jets for the first time. While industry groups welcomed the adjusted pace, they expressed concerns about new conditionalities for free allowances and the role of international carbon credits. EU officials maintain that the plans align with the binding 2040 climate target, with Hoekstra highlighting the focus on "more investments" on European soil.

The draft law now requires agreement from the EU's 27 member states and the European Parliament. Peter Liese, who will represent the parliament in negotiations, welcomed the proposals, stating that climate protection leading to unemployment is not a role model and that the goal is to foster investment within the EU.

Frequently asked questions

The ETS is a cap-and-trade system launched in 2005, requiring major polluters to buy permits for their greenhouse gas emissions, creating an incentive to invest in cleaner technologies.

The proposals aim to align the ETS with the EU's climate targets, address concerns about industrial competitiveness and high energy costs, and prevent industries from relocating outside the EU.

Critics argue that the proposed reforms, such as extending free pollution permits for heavy industries and slowing the reduction of emission caps, will weaken the ETS's effectiveness and hinder the EU's progress towards its climate goals.

The proposals include extending the ETS to municipal waste and flights within a 5,000km radius of a central European point, as well as applying it to private jets for the first time.

What Happens Next

01The draft law must be agreed upon by the EU's 27 member states.
02The European Parliament will negotiate and vote on the proposed changes.

Get the newsletter.

Pick the topics you actually care about. We'll email when there's news worth your time, on the cadence you choose. Cancel any time from your account.

Cadence

How It Developed

The European Commission proposed an overhaul of the EU Emissions Trading System (ETS).
Critics stated the proposed changes risk weakening the ETS, Europe's most effective tool for cutting greenhouse gas emissions.
The overhaul aims to align the ETS with the EU's target of reducing emissions by 90% by 2040.
Some EU member states had argued the ETS contributes to higher energy costs and damages Europe's competitiveness.
Under the proposals, heavy industries will benefit from free pollution permits for longer, and the reduction of available permits will be slowed.
The ETS will be extended to include municipal waste and flights within a 5,000km radius of a central European point.
Private jets will be included in the ETS for the first time.
EU climate commissioner Wopke Hoekstra defended the proposals, stating they incentivize investment in clean production within Europe.

Sources

T1
Europe’s most effective tool to cut greenhouse gas emissions ‘risks being weakened’The Guardian

Related Stories

EU loosens carbon market rules to let industry pollute for longer
17 Jul · 11:16 AM
EU to include international flights within 5,000km in carbon market from 2029
17 Jul · 10:56 AM
EU aims to double electricity use by 2040 but drops binding target
17 Jul · 11:16 AM
EU aims to double electrification rate by 2040
16 Jul · 6:36 PM
EU proposes banking reforms to boost scale and competitiveness
17 Jul · 1:16 PM