INSIGHT
EU ETS reform: How changes in allowance supply, carbon prices could ripple through global supply chains via CBAM
The EU's July 17 EU ETS reform proposal could lower EUA prices to an average of EUR 150/tonne between 2031-2040 while slowing the CBAM phase-in for exporters. See how RECCESSARY's carbon price model quantifies the impact on global supply chains.
August 05, 2026
EU ETS reform explained: What changes for manufacturers, exporters, aviation and maritime?
The EU's July 17 ETS reform slows the cap decline to 3.7% annually from 2031—reshaping costs for manufacturers, aviation, and maritime.
August 03, 2026
How carbon markets can succeed and also serve Global South communities
The world’s forests provide essential ecosystem services, capture and store huge amounts of carbon dioxide, face enormous pressure, and need sustained economic incentives if they are to survive.
July 29, 2026![[Op-ed] Why Indonesia is aligning with climate-forward carbon policies](/data/research/cover/1783917315105915030.jpg)
[Op-ed] Why Indonesia is aligning with climate-forward carbon policies
As Indonesia advances toward its vision of becoming a high-income nation by 2045, climate action is not only an environmental imperative — it is a central pillar of our national development strategy. Indonesia believes economic growth and environmental st
July 13, 2026
How much can Thailand's carbon tax offset CBAM costs? Insights from steel, aluminum, and cement
After the European Commission released its draft implementing act on CBAM carbon price deductions, a key question finally received a preliminary answer: Can carbon taxes or carbon fees already paid in Asian countries be deducted from CBAM costs?
June 25, 2026
EU carbon market outlook: How companies can prepare for carbon price rebound after 2027
To help companies quantify cost risks from EU ETS dynamics, this article models supply-demand—incorporating TNAC, emissions, and policy—to forecast scenario-based carbon prices.
May 26, 2026
EU opens door to CBAM deductions, but Vietnam exporters may see little relief
The EU’s draft on CBAM carbon price deductions reveals a harsh reality. Under the current framework, Vietnam’s ETS is unlikely to secure meaningful CBAM deductions in its first three years, even as CBAM costs are expected to rise sharply.
May 20, 2026
EU carbon market outlook: How politics is shaping carbon prices in 2026
Since the start of 2026, EUA prices have experienced a sharp decline. Geopolitical tensions, energy price volatility, policy uncertainty, and the ongoing reform of the EU ETS have continued to shape market expectations and investor sentiment.
May 19, 2026
CBAM reshapes competition between Thailand and Vietnam: Who gains the edge?
In January 2026, the EU’s Carbon Border Adjustment Mechanism (CBAM), comes into force, turning carbon emissions into a decisive factor in export pricing and market competitiveness.
April 10, 2026
From ISO 17298 to IFRS nature disclosures: Mapping Taiwan's high-impact sectors in five charts
On Oct. 6, 2025, the International Organization for Standardization (ISO) released ISO 17298:2025, marking its first international standard focused on biodiversity. Unlike the policy-oriented Kunming–Montreal Global Biodiversity Framework (GBF) and the di
March 31, 2026
CBAM pressure on Asia’s steel exports: Assessing exposure and strategies for low carbon competitiveness
The European Union’s Carbon Border Adjustment Mechanism (CBAM) will officially take effect in 2026. Among industries exporting to the EU, iron and steel as well as aluminum are expected to face the most significant impact.
March 10, 2026
Rethinking Malaysia’s path to net zero: The role of the Climate Change Bill and carbon markets
Carbon credits to be tabled under Malaysia’s new climate change bill should serve as a bridge towards decarbonisation rather than a substitute for it.
February 26, 2026