Paywalled, so I can’t read how optimistic that is.
It’s ballpark equal to the current price level in the EU at €80/ton with a sharp upwards trend (https://tradingeconomics.com/commodity/carbon, click on “All” below the graph, and, for future predictions, see https://www.euractiv.com/section/emissions-trading-scheme/ne...), so if this is true, they may have a market.