EU ETS compensation rules are changing – and affecting busineB strategies and operations

摘要

The EU EmiBions Trading Scheme (ETS) has potentially profound implications for power prices, critically impacting the competitiveneB of domestic metals. A report by managing consultant Ben Jones and research analyst Lewis Pegrum from CRU group. The EU ETS scheme is fundamentally altering the economics of metals and fertiliser production in Europe. These industries are highly energy- intensive, commonly accounting for 30- 70% of total production costs. Higher carbon prices are therefore likely to increase production costs for a broad span of European industrials, including steel, copper, nitrogen and aluminium producers.