Updated
Updated · The Guardian · Jul 17
EU Proposes ETS Overhaul, Slowing Cap Cuts to 3.7% and Extending Carbon Market
Updated
Updated · The Guardian · Jul 17

EU Proposes ETS Overhaul, Slowing Cap Cuts to 3.7% and Extending Carbon Market

3 articles · Updated · The Guardian · Jul 17

Summary

  • Free pollution permits for sectors such as steel and cement would run until 2038 instead of 2034, while the ETS cap would tighten more slowly—3.7% a year from 2031 and 1.7% from 2036 versus 4.3% now.
  • The Commission says the changes answer pressure from 10 member states over energy costs and industrial competitiveness, while tying 80% of free permits to companies’ clean-investment plans in Europe.
  • The overhaul would also bring municipal waste, private jets and flights within a 5,000-km European radius into the carbon market, broadening a scheme credited with cutting ETS-covered emissions 47% since 2005.
  • Critics including Green lawmakers and WWF say the weaker cap could allow an extra 2 billion tonnes of CO2 and undermine the EU’s legally binding 90% emissions-cut target for 2040; officials insist the plan remains climate-law compliant.
  • The draft now goes to the 27 member states and European Parliament, becoming a test of whether the EU can balance decarbonisation with competitiveness after the latest fossil-fuel price shock.

Insights

With its carbon market weakened, how will the EU deliver on its ambitious 2040 climate promise?
Can relaxing Europe's main climate law actually make its industry more competitive in the long run?