Time-variation in the Persistence of Carbon Price Uncertainty: The Role of Carbon Policy Uncertainty

Oguzhan Cepni, Luis A. Gil-Alana, Rangan Gupta, Onur Polat

Research output: Working paperResearch

Abstract

We estimate models of fractional integration to determine the degree of persistence for two recently developed metrics of carbon price uncertainty: the Carbon VIX and Carbon Implied Volatility (CIV) covering the period of the 1st week of September 2013 to the 4th week of December 2022. First, we find the two metrics to be highly persistent but depicting mean-reversion with long-memory. Second, time-varying (recursive) estimation revealed that the underlying persistence is on a downward trend. Third, we show that the recent declines in persistence of carbon price uncertainties is a result of declining carbon policy uncertainty, the metric of which we develop using aggregate information on squared surprises of carbon futures price of various maturities. Given that carbon price uncertainty has been shown to negatively affect decarbonization investments, our findings have important implications for the European Union Emissions Trading System (EU-ETS).
Original languageEnglish
Place of PublicationPretoria
PublisherUniversity of Pretoria
Number of pages12
Publication statusPublished - Oct 2024
SeriesWorking Paper Series / Department of Economics. University of Pretoria
Number2024-46

Keywords

  • Carbon price uncertainty
  • Fractional integration
  • Persistence
  • Regulatory events
  • Carbon policy uncertainty

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