What Could Move Energy and EUA Markets in the Months Ahead?
In this webinar we provide an update on the key developments currently shaping global energy and carbon markets.
Arne Lohmann Rasmussen, Chief Analyst and Head of Research at GRM, takes you through four key themes:
- The latest geopolitical developments and the potential reopening of the Strait of Hormuz
- Depleted crude oil inventories and very tight distillate markets
- The risk of a winter supply crunch in the European gas and LNG market
- The risk of an EUA rally ahead of the September 30 surrender deadline and the latest EU ETS proposal from the EU Commission
The webinar provides a concise overview of what is driving these markets, the key risks to watch, and what the developments could mean in the months ahead.
This webinar is moderated by Ash Gavin from Bunker Holding Group A/S.
Watch the full recording here
The webinar is recorded on August 17, 2026.







