ANALYSIS: ETS reform proposals suggest EU’s Article 6 demand could reach 650 Mt by 2040

Published 15:19 on July 21, 2026 / Last updated at 15:19 on July 21, 2026 / / EMEA (Compliance Markets & Taxes, Europe), Insights (Analysis), International (Aviation/CORSIA, Paris Article 6/PACM), Voluntary (VCM Developments)

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The European Commission's proposed reforms to the EU's Emissions Trading System (ETS), which include provisions linked to the procurement of up to 260 million international credits, should mean the total demand for Article 6 units from the bloc reaches as high as 650 mln, experts have noted.
The European Commission's proposed reforms to the EU's Emissions Trading System (ETS), which include provisions linked to the procurement of up to 260 million international credits, should mean the total demand for Article 6 units from the bloc reaches as high as 650 mln, experts have noted.


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