ING Commodities Forecasts: EUAs Projected to Average €83 in 2026

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.

European carbon market post a 1,5% weekly decline, the biggest since late September

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.

Piata europeana de carbon inregistreaza un declin saptamanal de 1,5%, cel mai mare de la finalul lunii septembrie

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.

Plafonul emisiilor pentru sectoarele non-aviatie va fi redus cu 8,68% in 2026

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”.

The 2026 cap for non-aviation emissions is to be reduced by 8.68%

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.”

Speculative traders increased their bets on rising carbon prices to an all-time high

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.