European Carbon Stable in Contrast to Energy-Related Markets

The European carbon market remained relatively stable last week, showing little reaction to the intense volatility affecting surrounding markets as tensions escalated in the Middle East.

Speculators Halve Bullish Carbon Bets Since Mid-January

The latest Commitment of Traders (CoT) report published by ICE shows that investment funds continued to reduce their net long exposure, which fell to 63.2 million allowances, extending the six-month low reached in the previous week.

Carbon Prices Climb on Concerns Over Coal Generation Comeback

The European carbon market briefly climbed to a two-week high during Wednesday’s session, recovering from weaker levels seen in the early hours of trading, before closing at €73.33 and posting a daily gain of 4%.

European Carbon Market Shows Relative Stability Despite Tumultuous Times

The European carbon market remained relatively calm in yesterday’s session. After an early drop to a ten-month low of €67.90 — a move that had largely been anticipated — the EUA Dec ’26 contract recovered and closed at €70.57, posting a daily gain of 0.40%.

European Carbon Falls to Ten-Month Low at Monday’s Session Open

The European carbon market opened lower today, with EUA Dec’26 briefly trading below €68 — a level last seen in April 2025. The decline mirrored similar moves in equity markets and came despite a sharp spike in gas prices, reinforcing the view that EUAs are currently trading more in line with broader macro and equity […]

Italian Minister Calls for EU ETS Suspension, Briefly Pushing Carbon Prices Down Over 4%

European carbon prices plunged sharply in yesterday’s session after reports emerged that the Italian government is calling for a suspension of the EU ETS, echoing a similar request made by the Slovak Prime Minister in January and remarks from German Chancellor Friedrich Merz, who earlier this month suggested a potential “pause” of the EU ETS.

Europe’s Largest Business Organisation Advocates for Keeping Free Allocation

BusinessEurope, the leading voice of companies across the European Union, representing 40 national business federations, warns that rising carbon costs are placing additional strain on businesses, adding to already high energy prices.

Speculative Traders Cut Bullish Carbon Price Bets to Six-Month Low

The latest Commitment of Traders (CoT) report from the ICE platform, released Wednesday morning, indicates that investment funds trimmed their net long positions (the difference between long and short positions) for the fifth straight week.

EU Carbon Prices Reverse Friday Gains in Monday Session

After climbing to a five-day high on Friday, the European carbon market opened the week with sharp losses as the tariff saga continued to unfold over the weekend. The December 2026 EUA contract settled at €71.38, down 3.25% on the day, wiping out all of the previous session’s gains.

Carbon Prices Resume Decline on Monday as Tariff Tensions Resurface

Carbon prices surged on the European market in Friday’s session, as the EUA Dec ’26 contract briefly climbed above €74 for the first time in over a week. The contract later settled at €73.78, marking a daily increase of 3.42%.