Dear Sir or Madam,
The expansion of renewable energies is one side of the energy transition, maintaining grid stability is the other. This applies in particular on days when there is either too much renewable energy or too little.
This is where storage technology comes in, absorbing excess energy on sunny and windy days and releasing it again at night when there is no wind.
RWE has now installed battery storage systems in the North Rhine-Westphalian towns of Hamm and Neurath, which have a total storage capacity of 220 megawatts; further storage systems are planned in Hamm.
In addition to grid stability, the business model of battery storage systems naturally also involves purchasing energy when prices are low or even negative due to oversupply and selling energy at times when market prices are particularly high due to low output from renewables.
Last week, EEX published the new auction calendar for the German national emissions trading system. The first auction will take place on Tuesday, 3 June 2025 for both national emission certificates with the year 2024 (nEZ24) and the new year 2025 (nEZ25).
Since the submission deadline for nEZ24 is Tuesday, 30 September 2025, the last auction of the 2024 certificates will be held on Thursday, 18 September 2025.
On Thursday, 04/12/2025, the last auction for national emission allowances with the year 2025 will take place.
Prices for emission allowances in the EU ETS I continued to be weak last week due to the negative market environment and the reduction of speculative long positions. EUAs lost a further 3.9% on a weekly closing price basis, ending the previous week in the benchmark contract at 71.00 euros, which is just above the 200-day line, currently at 70.93.
It is difficult to say whether the EUAs will be able to hold above the 70-euro mark, as there are currently many influencing factors based on the market environment as well as the global political level.
Since the EUAs also have a deadline for submission on 30 September 2025, the currently weak prices could be a good opportunity for companies subject to the compliance requirement to cover part of the portfolio earmarked for this.
We would be happy to work with you to develop a corresponding procurement strategy.
| (Average Quotes Exchange / OTC) | |||
| Instrument | 21/02/25 | 28/02/25 | Change |
| EUA (December-25-Future) | 73.90 EUR | 71.00 EUR | -2.90 EUR |
| nEZ (national Emission Allowances (D)) | 55.00 EUR | 55.00 EUR | +0.00 EUR |
| UKA (December-25-Future (UK)) | 40.66 GBP | 42.87 GBP | +2.21 GBP |
| UK Natural Gas (December-25-Future) | 117.13 GBP | 111.41 GBP | -5.72 GBP |
| ICE Brent Crude Oil (December-25-Future) | 71.46 USD | 69.72 USD | -1.74 USD |
| EURO (Forex) | 1.0461 USD | 1.0376 USD | -0.0085 USD |
(EUA. UKA, Natural Gas, Crude Oil and Euro Currency shows day-end-exchange quotes. This market information has just an informational character and are no advice or offer to trade emission allowances or their futures and options. If you want to unsubscribe, please reply to this mail.)
Please call our international carbon desk if any further questions exist: +49.2831.1348220.
With kind regards,
Your Advantag – Team