EMEA > Compliance Markets & Taxes > POLL: EU carbon prices brace for structural squeeze following speculative rally

POLL: EU carbon prices brace for structural squeeze following speculative rally

Published 20:11 on October 7, 2025 / Last updated at 10:16 on October 8, 2025 / and / EMEA (Compliance Markets & Taxes, Europe), Insights (Polls)

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EU carbon prices have entered the final quarter of 2025 buoyed by a mix of speculative buying, compliance activity, and supportive power market dynamics, while analysts polled by Carbon Pulse increasingly focus on an expected structural tightening from 2026 that is set to reshape the supply-demand balance.
EU carbon prices have entered the final quarter of 2025 buoyed by a mix of speculative buying, compliance activity, and supportive power market dynamics, while analysts polled by Carbon Pulse increasingly focus on an expected structural tightening from 2026 that is set to reshape the supply-demand balance.


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