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Carbon futures and macroeconomic risk factors: A view from the EU ETS

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Chevallier, Julien

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Abstract

This article examines the empirical relationship between the returns on carbon futures - a new class of commodity assets traded since 2005 on the European Union Emissions Trading Scheme (EU ETS) - and changes in macroeconomic conditions. By using variables which possess forecast power for equity and commodity returns, we document that carbon futures returns may be weakly forecast on the basis of two variables from the stock and bond markets, i.e. equity dividend yields and the "junk bond" premium. Our results also suggest that the forecast abilities of two variables related to interest rates variation and economic trends on global commodity markets, respectively the U.S. Treasury bill yields and the excess return on the Reuters/CRB Index, are not robust on the carbon market. This latter result reinforces the belief that the EU ETS is currently operating as a very specific commodity market, with distinct fundamentals linked to allowance supply and power demand. The sensitivity of carbon futures to macroeconomic influences is carefully identified following a sub-sample decomposition before and after August 2007, which attempts to take into account the potential impact of the "credit crunch" crisis. Collectively, these results challenge the market observers' viewpoint that carbon futures prices are immediately correlated with changes in the macroeconomic environment, and rather suggest that the carbon market is only remotely connected to macroeconomic variables. The economic logic behind these results may be related to the fuel-switching behavior of power producers in influencing primarily carbon futures price changes.

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File URL: http://www.sciencedirect.com/science/article/B6V7G-4VT1G05-2/2/f7b77da1ff5665ef28c4000140f45c6b
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Publisher Info
Article provided by Elsevier in its journal Energy Economics.

Volume (Year): 31 (2009)
Issue (Month): 4 (July)
Pages: 614-625
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Handle: RePEc:eee:eneeco:v:31:y:2009:i:4:p:614-625

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Web page: http://www.elsevier.com/locate/eneco

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Keywords: Carbon futures Macroeconomic risk factors EU ETS;

Cited by:
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  1. Julien Chevallier & Yannick Le Pen & Benoît Sévi, 2009. "Options Introduction and Volatility in the EU ETS," Working Papers halshs-00405709_v1, HAL. [Downloadable!]
  2. Julien Chevallier & Yannick Le Pen & Benoît Sévi, 2009. "Options introduction and volatility in the EU ETS," Working Papers hal-00419339_v1, HAL. [Downloadable!]
  3. Julien Chevallier & Yannick Le Pen & Benoît Sévi, 2009. "Options introduction and volatility in the EU ETS," EconomiX Working Papers 2009-33, University of Paris West - Nanterre la Défense, EconomiX. [Downloadable!]
  4. repec:mop:credwp:09.07.85 is not listed on IDEAS
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This page was last updated on 2009-12-3.


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