Economic advice, method- and data-based

With the gradual phase-out of the free allocation of emission allowances in the Swiss and European emissions trading systems (ETS), CO₂ costs for the cement industry will rise significantly in the coming years. On behalf of cemsuisse, Polynomics analyzed the direct additional costs of purchasing emission allowances up to 2034. The study shows that the share of emission allowances that must be purchased will rise from around 1.2 percent in 2026 to 100 percent in 2034. At the same time, CO₂ emissions from clinker production remain high, as around two thirds of emissions are of geogenic origin and therefore process-related and unavoidable. Without the broad deployment of carbon capture and storage (CCS), which is not expected to be available by 2034, these emissions must be fully covered by emission allowances. Avoiding these emissions in the long term requires a competitive CCS value chain, in which transport and storage costs in particular must be reduced. Based on different price scenarios for emission allowances, the direct ETS costs for the Swiss cement industry up to 2034 are estimated at a total of 753 to 993 million Swiss francs. The study places these developments in the context of the European Carbon Border Adjustment Mechanism (CBAM) and Swiss climate policy and shows the economic impact of the gradual phase-out of free allocation on an emissions-intensive basic materials industry.

Put an end to uncontrolled Excel spreadsheets for revenue caps. RegControl—developed jointly by Polynomics and the KVK—fully digitizes Germany’s incentive regulation: revenue caps, cost of capital (down to the asset level), and income statements—all in one tool. Includes StromNEV/GasNEV, ARegV, as well as StromNEF/GasNEF starting with the 5th RP. Regulatory expertise and technology from a single source. Available now as a beta version—try it for free with no obligation. Learn more: regcontrol.polynomics.ch Request a trial account:

How can the costs of thermal networks be tracked in a transparent manner? How can tariffs be structured to be economically feasible, justifiable, and competitive? The new practical guide “Costs and tariffs of thermal networks” provides operators of thermal networks with structured guidance on cost accounting, profitability analysis, and tariff setting. It is intended for both experienced operators and smaller organizations. The guide was developed by Polynomics AG and Rytec AG with support from EnergieSchweiz and is available in German and French.