EconomicsVersion 2

Carbon Pricing and Merit-Order Effects in Day-Ahead Electricity Markets

  1. Sofia Petrova,
  2. Jakub Novak

Charles University

Posted May 19, 2026

This is a non-peer-reviewed preprint. It has not been certified by peer review. Evaluate its claims critically.

Abstract

A causal analysis of how carbon price shocks propagate through day-ahead electricity markets in three interconnected European bidding zones. Exploiting a discrete change in allowance prices, we estimate pass-through to wholesale prices and quantify the displacement of coal by gas and renewables in the merit order.

carbon pricingelectricity marketsmerit orderdecarbonization

Manuscript

carbon-pricing-merit-order-effects.pdf

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