EUA reform pending as higher gas prices boost coal demand
The EUA market is still awaiting the end of Brussels summer holidays to see the implementation of the EU ETS process. The reform was mentioned in the last issue and has mostly b...
Carbon Price
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EU-ETS market policy driven – less market impact – range bound until July meeting
decisions from the July EU meeting. The market has been seen range bound between EUR74-80, albeit the change in gas and coal prices has brought volatility over the last month. T...
Carbon market supported by higher energy complex but volatility expected
If the political turmoil for the carbon market was not enough, the energy complex rally also had an impact. The market was falling towards major support at EUR67 for Dec 2026 wh...
Markets sharply lower on speculators reducing positions in fear of system changes– CBAM launch problem as verifiers not ready
The EUA market turned negative during January and February as priorities on the political agenda shifted towards security and geopolitical issues. Furthermore, a fall in gas pri...
EU ETS II postponed one year – slackening on green priorities but prices steady
Political news drove the market slightly lower during start of November. The EU parliament and council have approved the CBAM simplification process setting the stage for it to ...
Carbon staying high on speculative buying, testing EUR80 level
The carbon market proved resilient to the weak outcome of the Copenhagen meetings on 2040 green targets. Furthermore, an IEA report predicts that the EU will undershoot its gree...
European carbon market outlook
The European carbon market has entered a decisive phase in 2025, with price volatility, shifting emissions patterns, and new policy interventions all shaping the short- and medi...
Range trading dictated by gas and coal prices – CBAM delayed
There has been very little incentive in the carbon market itself – the driver has been the TTF and coal prices moving first by the Israeli/US bombings of Iran and later in the m...
EUA prices follow energy markets higher
The carbon market did not have much news of its own on which to trade upon. There are political rumours in the market of a potential delay to the EU ETS-2 which, if proven corre...
Green a lower priority as long-term EUA prices plunge
The market continued its decline during March and the start of April after US tariffs were announced. The EUA price fell to EUR60, as speculators scrambled to reduce risk positi...