Green values

Renewable generation’s value may be bolstered by the sale of Guarantees of Origin and is indirectly supported by the EU ETS carbon market. Whether you are a utility, investor, off-taker or other interested party, our Green Values Outlook can help you to both understand the drivers and dynamics affecting these markets and assess future price developments. This report can help guide decisions on new renewable energy projects or how to align power procurement policy with EU sustainability reporting requirements. It also covers the dynamics of the European carbon market, the principal driver of investments to reduce CO2 emissions.

Insights and long-term outlook for emissions trading

The Green Values Outlook is delivered as a package consisting of:

  • A concise report covering the market’s status, developments since the last update, price drivers and core assumptions based on a thorough assessment of future market developments
  • Detailed Excel data, including projected future prices and supply and demand data for both GOs and the EU ETS
  • For subscribers, annual workshops at which the latest developments and outlook are presented in detail and can be discussed with our market experts

In-depth GO and EU ETS market analysis

The Green Values Outlook covers the following markets:

  • The EU Emissions Trading System (EU ETS) directly affects abatement decisions in the ETS sectors. The scheme also indirectly supports investors in renewable energy by increasing the costs of using fossil energy. Driven by regulatory changes and political intervention, the ETS is being constantly tightened and expanded to new sectors. We analyse the long-term development of the ETS price through three scenarios. These explore alternative cross-sector energy transition pathways and are consistent with our Power Market Outlook scenarios.
  • Guarantees of Origin (GOs) are becoming an increasingly important revenue stream for renewable projects. In our analysis, we look at the impact of supply and demand developments and provide a long-term outlook for GO prices based on three different scenarios, consistent with our Power Market Outlook scenarios. In addition, we describe relevant regulatory developments, as well as envisioned future changes in the key drivers affecting GO standards and prices.

A team of trusted policy advisors

Our market analysis team are power market experts and constantly monitor energy and climate policy developments. This makes us ideally placed to provide insights on the future development of these value streams

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