COtwo Advisors LLC

02/05/2026

Why CTWO is the Essential Afternoon Hedge for EUA Investors

We have been making the point that CTWO extends trading hours for European Union Allowances (EUAs) and investors are noticing. CTWO provided liquidity when the primary market had closed.

Tuesday proves the case:

· A rumor hit the wires shortly after 11:00 AM EST.
· With the primary market participants gone, EUA daily futures saw a drop from ~€81 down to mid €79s. In a thin market, even small orders can cause outsized price moves.
· Simultaneously, our data shows a spike in CTWO volume. Traders found liquidity and were able to react.

As CTWO trades on the NYSE Arca until 4:00 PM EST, it can act as the primary outlet for market participants after Europe closes. Yesterday we saw liquidity migrate to CTWO in the US after Europe closed to react to market moves.

Manage your European carbon risk in the afternoon using CTWO. Yesterday proved that CTWO isn't just a substitute; it’s the necessary liquidity bridge for the US trading session.

02/03/2026

You can Quantifiably Decarbonize Your Portfolio 🧮🌍

Most investors talk about "decarbonizing" their portfolio by selling high emitters. But what if you could offset your ownership footprint by preventing emissions?

Just as you can divide a company’s earnings into a per-share number, you can do the same with their carbon footprint.

If a company emits 10,000 tons of and has 1 million shares outstanding, each share you own represents 0.01 tons of emissions.

If you own 1,000 shares, your "ownership footprint" is 10 tons.

COtwo Advisors Physical European Carbon Allowance Trust (NYSE Arca: CTWO) holds physical European Union Allowances (EUAs). Each EUA represents the legal right to emit one ton of carbon. When CTWO holds these, they are removed from the supply available to polluters.

Currently, 5 shares of CTWO represent approximately 1 EUA (1 ton of carbon.) In the example above, the investor could simply buy 50 shares of CTWO to decarbonize their holdings.

By holding those 50 shares, you have effectively prevented another emitter from using those allowances, neutralizing the 10-ton footprint of your equity position.

You aren't just offsetting; you are mathematically zeroing out your impact on the global carbon budget.

✅ Move beyond divestment. Achieve a quantifiable Net Zero with CTWO.

01/29/2026

I find this article fascinating for two reasons:

▪️ It reinforces what we had said regarding the outlook for the impact of potentially lower than expected auction sizes

▪️ It validates what we have accomplished. The article focuses on hedge funds and their ability to trade EUAs. CTWO has made it possible for anyone to do so without paying decay, trading futures contracts, or having complicated custody arrangements. CTWO has democratized the EUA market.
https://www.ft.com/content/df3a098e-7c59-452d-a9dc-9543ea2dc317?accessToken=zwAGSYdY297okdPfOgmOfFlFLdOp3JVD6i3DFw.MEUCIHyYuX1c4qKoc0iyQTaev4gdnAufPKEwjc7NsO_KLUzEAiEApRSTU5L9QufHi7ohdYEYVgJskdFD3XBT8emLHxaIKhM&sharetype=gift&token=1a21f7fd-412e-4a3b-9e3d-4da201aa468c

Net bets on rising prices reach record high this month ahead of expected drop in number of permits

01/26/2026

REPowerEU math points to shrinking auctions

Diving into the latest EEX auction reports and the math for the EU Emissions Trading System (ETS) in 2026 is reaching a tipping point.

The EU's REPowerEU program is mandated to stop auctioning permits once it hits a €20 billion revenue threshold.

Where we stand today:
· Revenue Progress: ~€18.35B raised (91.7% of target).
· Price Surge: Carbon is currently clearing near €85/t, well above the EU’s base case of €75.
· The Result: The EU only needs to sell about 18.5M more allowances to finish the program.
· The Impact: With 531m EUAs scheduled to be auctioned in 2026, the potential removal of 40m represents 7.5% of the total supply.

The "Supply Squeeze": Because we are hitting the money target early, the EU is projected to cancel roughly 40 million EUAs that were originally scheduled to be auctioned this summer.

Keep an eye on that April/May auctions. 📉

01/22/2026

Why Trading Hours Matter: Reacting to the Greenland News with CTWO 🌍📈

Yesterday provided a textbook example of why the COtwo Advisors Physical European Carbon Allowance Trust (NYSE Arca: CTWO) is an essential tool for carbon investors.

The Context: Carbon markets don't stop moving just because European exchanges close. At roughly 2:30 PM EST yesterday, while ICE Endex and EEX were dark, market-shifting news broke from Davos.

The Event: President Trump announced a "framework of a future deal" regarding Greenland and, crucially, withdrew immediate threats of a 25% tariff on European allies. This sudden de-escalation of transatlantic tension removed a significant risk premium from the market.

The Advantage:
• The Gap: Because this news broke post-EU close, primary markets couldn’t react.
• The Opportunity: As an NYSE-listed ETP, CTWO stayed open until 4:00 PM EST. Our investors had a 90 mintes to react to the headlines and position themselves while the news was still fresh.
• The Result: As expected, EUAs gapped up at the European open today (see the chart below).

Investors who used CTWO yesterday afternoon didn't have to wait for the European morning to chase the move—they were already in it.

✅ Don’t get locked out of the market. Extend your trading day with CTWO.

01/09/2026

🌍 Be Part of the Solution: Invest with Impact
At COtwo Advisors, we believe individual portfolios can drive real climate impact.
Each European Union Carbon Allowance (EUA) owned by CTWO represents one metric ton of emissions that cannot be released into the atmosphere. By owning EUAs, CTWO helps tighten the carbon market and directly limits pollution.
That means investing in CTWO isn’t symbolic—it’s measurable climate action.
Your investments can reflect your values. We’re here to make that possible.

COtwo Advisors was founded with one mission: To make efficient carbon investing accessible to anyone. We are the first Exchange Traded Product (ETP) to offer efficient exposure to the European carbon market. Our innovative structure provides exposure to the European Union Allowance (EUA) market in a...