🔥 ETS2 & heating: what the evidence shows New analysis from @bertelsmannst.bsky.social mannstiftung.bsky.social: www.bertelsmann-stiftung.de/en/publicati... 1/5

Here the key findings: • Most households can absorb ETS2 heating cost increases (≈€60/year at €60/t CO₂). • A smaller group—often older, lower-income homeowners—cannot. • ETS2 revenues can fund targeted compensation, but not the investments needed to replace fossil heating. 2/5

👉 The real bottleneck is investment. Without frontloaded support, many households risk fossil lock-in while carbon prices rise. 3/5