According to ING’s commodities outlook, the European carbon market is expected to tighten in 2026 as supply declines— a development that should keep upward pressure on prices next year. This reinforces the broader analyst consensus that carbon prices are likely to continue rising into 2026.
The wave of optimism that recently lifted the European carbon market to its highest in nine months appears to have eased last week, as prices for Dec’25 contracts slipped in four of the five trading sessions, suggesting a cooling of momentum.
Valul de optimism care a ridicat recent piata europeana de carbon la cel mai ridicat nivel din ultimele noua luni pare sa se fi atenuat saptamana trecuta, intrucat preturile pentru contractele Dec’25 au scazut in patru din cinci sesiuni de tranzactionare.
Miercuri, Comisia Europeana a publicat cel mai recent Raport privind Piața Carbonului, oferind „o prezentare cuprinzatoare a functionarii EU ETS in 2024 si in prima jumatate a anului 2025”.
On Wednesday, the European Commission released its latest Carbon Market Report, offering “a comprehensive overview of how the EU ETS performed in 2024 and the first half of 2025.”
The latest Commitment of Traders (CoT) report from the ICE platform, published on Wednesday morning, shows that investment funds lifted their net long holdings (long holdings minus short holdings) to a new all-time high at the end of last week.
Cel mai recent raport Commitment of Traders (CoT) de pe platforma ICE, publicat miercuri dimineata, arata ca, la finalul saptamanii trecute, fondurile de investitii si-au majorat pozitiile nete pe termen lung (pozitii pe termen lung minus pozitii pe termen scurt) pana la un nou record absolut.
European carbon prices continued their upward trajectory into Friday’s session, extending a broadly positive week in which EUAs once again moved in the opposite direction to gas prices. The Dec’25 contract closed the month at €83.26, marking a 6% monthly gain — the strongest increase since January.
Preturile pe piata europeana a carbonului si-au continuat traiectoria ascendenta in sedinta de vineri, incheind in crestere o saptamana per ansamblu pozitiva, in care EUA-urile s-au miscat din nou in directie opusa preturilor la gaz. Contractul EUA Dec’25 a inchis luna la 83.26 euro, marcand o crestere lunara de 6% – cea mai puternica inregistrata […]
Cel mai recent raport Commitment of Traders (CoT), publicat miercuri de platforma ICE, arata ca, la sfarsitul saptamanii trecute, fondurile de investitii si-au redus pozitiile net pe termen lung (pozitii pe termen lung minus pozitii pe termen scurt) la 101 milioane de certificate.