After several failed attempts, EUAs finally broke through the €80 level last week, briefly reaching €82.41 — their highest since early February. However, following strong gains at the beginning of the week, the European carbon market surrendered much of those advances toward the end.
Cel mai recent raport Commitment of Traders (CoT) al platformei ICE arata ca, la sfarsitul saptamanii trecute, fondurile de investitii si-au extins pozitiile nete pe termen lung (pozitii pe termen lung – pozitii pe termen scurt) la un nivel semnificativ de 96,5 milioane de certificate, marcand astfel o crestere saptamanala de 3,4%.
The latest Commitment of Traders (CoT) report from the ICE platform shows that, by the end of last week, investment funds expanded their net long holdings (long holdings – short holdings) to a substantial 96.5 million allowances, marking a 3.4% weekly increase.
Dupa o crestere puternica ce a dus preturile la un maxim al ultimelor noua luni marti, piata europeana a carbonului s-a relaxat miercuri, contractul de referinta EUA Dec’25 incheind sedinta cu 1% mai jos, stergand o parte din castigurile recente.
Following a strong rally that pushed prices to a nine-month peak on Tuesday, the European carbon market eased on Wednesday, with the benchmark EUA Dec’25 contract ending 1% lower and erasing part of the recent sharp gains.
Intr-o nota publicata marti, banca si-a reiterat perspectiva pozitiva asupra certificatelor EUA pentru anul urmator, subliniind ca „deficitele structurale… vor persista in anii ce urmeaza.” Potrivit raportului, pretul carbonului european este asteptat sa ajunga la 95 € pana in luna februarie.
In a Tuesday note, the analysts from Citi Bank reiterated its positive outlook on EUAs for the year ahead, emphasizing that “structural deficits… will persist in the coming years.” According to the report, the European carbon price is expected to reach €95 by February.
Pe piata europeana a carbonului, saptamana trecuta s-a incheiat cu un castig marginal de 0,28%, indicand in continuare lipsa unei directii clare. Cu toate acestea, in ciuda acestei stabilitati pe termen scurt, luna octombrie s-a incheiat cu o crestere de 3,72%, marcand a patra crestere lunara consecutiva a preturilor EUA.
On the European carbon market, the week ended with a marginal gain of 0.28%, indicating a continued lack of clear directional momentum. Nevertheless, despite this short-term stability, October closed 3.72% higher, marking the fourth consecutive monthly increase in EUA prices.
Potrivit Agentiei Internationale pentru Energie (IEA), consumul de gaze naturale in tarile europene membre OECD a crescut cu aproape 9% in primul trimestru al anului 2025, fiind impulsionat de vremea mai rece si de productia redusa de energie regenerabila.