European Emissions Trading Changes Expected to Stick -- Market Talk

Dow Jones03-18

1410 GMT - Incoming changes to European emissions regulations will cause a permanent constraint for energy-intensive European companies, Jefferies analysts say. Executives across Europe don't expect the Emissions Trading Scheme to be repealed despite political pressure from some EU member states, they write. One anticipated change is a reduction in free allowances for carbon usage. In response, companies are buying up carbon allowances and preparing for higher carbon prices. Companies like steelmaker Outokumpu and cement producer Holcim will benefit given their carbon reduction efforts. However, airlines--including Air France-KLM--will suffer as they lose free carbon allowances and pay more for emissions than non-European peers, the analysts say. (josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

March 18, 2026 10:10 ET (14:10 GMT)

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Companies like steelmaker Outokumpu and cement producer Holcim will benefit given their carbon reduction efforts. However, airlines--including Air France-KLM--will suffer as they lose free carbon allowances and pay more for emissions than non-European peers, the analysts say. 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