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Comparic Rynki: "The Centre for Climate and Energy Analysis went further. It assumes that after the merger of ETS1 and ETS2 systems, the price may reach €180..." — Pending

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Comparic Rynki

📅 31.05.2026 · BRUTALNA PUŁAPKA BRUKSELI | Dlaczego rząd i ministrowie... · 👁️ 32

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Pending. The Centre for Climate and Energy Analysis (CAKE), in its 2024 report 'VIIEW on EU ETS 2050: Linking EU ETS with other carbon pricing mechanisms', presents a baseline carbon price projection for the combined EU ETS syste...

"The Centre for Climate and Energy Analysis went further. It assumes that after the merger of ETS1 and ETS2 systems, the price may reach €180 per tonne in 2040." "Centrum Analiz Klimatyczno-energetycznych poszło dalej. zakłada, że po połączeniu systemów ETS1 i ETS2 cena może sięgnąć 180 € za tonę w 2040 roku."
🌐 (Machine-translated — original in Polish) · Original in Polishuage
💰 Price target 💰 Economy AI confidence (unresolved): 100% Resolves by: 2040 💰 ETS1 and ETS2 allowances → 180 Source on YouTube
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Transcript excerpt

Oryginał w języku Polskim Open on YouTube

…I brzmi to rozsądnie, tylko że ten limit zaprojektowano w 2023 roku w zupełnie innych warunkach. Dziś rzeczywistość inaczej wygląda. Bloomberg NF, jedna z najpoważniejszych instytucji analitycznych świata, prognozuje średnią cenę uprawnień na poziomie 100 € za tonę w 2027 roku. Dwukrotność oficjalnego bezpiecznika w 2030 122 €. Centrum Analiz Klimatyczno-energetycznych poszło dalej. zakłada, że po połączeniu systemów ETS1 i ETS2 cena może sięgnąć 180 € za tonę w 2040 roku. Na razie to jest abstrakcja, ale co to znaczy dla FIDA? Mechanizm awaryjny nie działa, bo wszyscy poważni analitycy zakładają, że cena go i tak przebije. Im wyższa cena uprawnienia, tym wyższy rachunek u dystrybutora paliwa. Im wyższy rachunek u dystrybutora, tym wyższa kwota wbita w cenę diesla na stacji. Skoro już rozumiemy mechanikę, pora polic…

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