Economics

Energy economics, markets, policy, finance, and the economics of the transition.

1 preprint

EconomicsMay 19, 2026v2

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

Sofia Petrova & Jakub Novak

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.

DOI: 10.5072/zenodo.1000002