Episode Description
Join us with Mary Polovtseva, GO expert and renewable policy analyst with Veyt, as we explore the evolving European Guarantees of Origin market.
Topics covered:
→ Policy vs market analysis roles in the GO space→ Impact of geopolitics on EU energy transition→ CSRD's influence on GO demand→ EU's Omnibus package reducing CSRD scope by 80%→ Norway's evolving position on GOs→ Granularity debates (monthly vs hourly matching)→ Clean Industrial Deal & public procurement→ GOs as revenue for renewable producers→ Implementation challenges across EU states→ Green Claims Directive and eco-labels
Key insights:
→ EU decarbonization targets remain despite competing priorities→ Companies adopting dual reporting for scope 2 emissions→ Potential reduction from 50,000 to 10,000 CSRD companies→ Only renewable hydrogen regulations currently push hourly granularity→ Public procurement (40% of EU GDP) could drive GO demand→ GOs can represent up to 7% of operational income for producers→ National implementation varies widely across member states→ Clean Industrial Deal merges decarbonization with competitiveness
#RenewableEnergy #Sustainability #EnergyPolicy
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