ETS2: a lever towards sustainable competitiveness

With the entry into force of ETS2 in 2027, the European Union marks a turning point in European climate policy. For the first time, sectors such as construction, transport and small industry — which until now have remained on the margins of major climate policies — will become part of the emissions trading system. At first glance, it may seem like yet another regulatory burden; however, when viewed through a strategic lens, ETS2 represents a unique opportunity to drive efficiency, innovation and competitiveness. From compliance to leadership While some organizations view this new regulatory framework as a burden, others are already interpreting it as a lever to get ahead. In this new context, being the first to reduce consumption, electrify thermal processes or digitalize facilities could be the tipping point between joining the wave of progress or falling behind. The key lies in understanding that carbon has become an economic unit of measurement. The true opportunity that ETS2 represents does not lie in the regulatory change itself, but in the shift in mindset it drives. Historically, energy consumption has been focused on meeting needs without questioning its impact. Now, the current context demands a rethink of every strategic decision: is this consumption necessary? Can it be optimized? Can I recover the residual energy? These kinds of questions activate a transformation that goes beyond energy savings, as they represent a leap towards a more strategic, digitalized management model with greater control over operating costs. The economic impact as a lever According to European Commission estimates, the price per tonne of CO₂ under ETS2 could reach €45/tCO₂ in the first year, rising to between €120 and €150/tCO₂ by 2030, in line with the ETS1 market. This translates into very concrete impacts for companies with high thermal energy consumption. Road transport will also see its operating costs increase. One litre of diesel emits approximately 2.6 kg of CO₂, which translates into a price increase of between 30 and 40 cents per litre if the most conservative forecasts for 2030 are met. This will directly affect logistics fleets, urban services and hauliers, forcing an acceleration in electrification and route optimization. In hotels, hospitals or public buildings, the impact will depend on the heating and cooling system used. In all cases, energy inefficiency will come at a direct cost that will affect operating expenses. ETS2 compels action, but it also creates a more level playing field where efforts translate into tangible advantages. With no free allowances, every energy efficiency action will carry real economic value. Organizations that are able to read this new framework as an opportunity will be better positioned to access funding, attract talent, improve their corporate reputation and, above all, become more profitable in the new environment. At Edison Next, we believe the coming years will be decisive. That is why we offer not only technical solutions, but a comprehensive vision to support companies in their transformation — all with the aim of building a new way of operating: cleaner, more efficient and, above all, better prepared for the future.