US tariffs could reduce EU ETS emissions by as much as 41 Mt/year –analysts

Published 17:21 on August 5, 2025 / Last updated at 17:21 on August 5, 2025 / / EMEA (Compliance Markets & Taxes, Europe)

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US tariffs on European products could significantly cut EU ETS-covered emissions, but are not expected to affect the market’s bullish 2026 trajectory, according to a bank analyst.
US tariffs on European products could significantly cut EU ETS-covered emissions, but are not expected to affect the market’s bullish 2026 trajectory, according to a bank analyst.


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