MSR releases after 2030 to inflict steepest price decrease in EU ETS2 -analysts

Published 11:16 on April 16, 2026 / Last updated at 11:16 on April 16, 2026 / / EMEA (Compliance Markets & Taxes, Europe), Net Zero Transition (Transport & Heating Fuels)

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New analysis has compared several reform options for the Market Stability Reserve (MSR2) in the EU's upcoming carbon market for road transport and heating fuels (ETS2), finding that allowing permit releases from the supply-balancing mechanism to continue beyond 2030 stands to have the most significant bearish price impact.
New analysis has compared several reform options for the Market Stability Reserve (MSR2) in the EU's upcoming carbon market for road transport and heating fuels (ETS2), finding that allowing permit releases from the supply-balancing mechanism to continue beyond 2030 stands to have the most significant bearish price impact.


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