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 Trading
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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...
EU-ETS market rangebound as market awaiting EU July meeting for possible ETS adjustments
The carbon market has gone from a long-term uptrend into a broad consolidation phase, awaiting the political decisions from the July EU meeting. Pressure to relax or suspend the...
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...
CBAM enters into force – market started the year higher, with little news
The EUA market has started higher with little specific news and somewhat bullish based on the factors from last year, with less auctions, and CBAM and political support influenc...
CBAM start creates bullish sentiment, but business calls for clarity on rules
The market has shifted towards the Dec 2026 contracts and this is now trading higher than the closing Dec 2025 contract at around EUR84. EU’s CBAM is now becoming reality, and t...
US lawmakers propose carbon fee
A new bill, the Clean Competition Act of 2025, to encourage US manufacturers to reduce emissions, and protect those that do, by placing a fee on the worst polluters in carbon-in...
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...