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BULLISHCore thesis · 5/5

EU ETS at a crucial identity shift

The guest argued the EU Emissions Trading System is at an inflection point where industrials must replace the power sector as the main price drivers, a shift catalyzed by the 2025 Carbon Border Adjustment Mechanism (CBAM) and the sector's decarbonization.

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EU ETS at a crucial identity shift · Zortix