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Soldera Markets #7: Mary Polovtseva on European GO Regulatory Landscape

In this episode, we get an in-depth overview of the European GO policy landscape from Mary Polovtseva, an expert in GO regulation.

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

In GO Markets? 𝗧𝗿𝘆 𝗦𝗼𝗹𝗱𝗲𝗿𝗮 ⧉


#RenewableEnergy #Sustainability #EnergyPolicy