EMEA > Compliance Markets & Taxes > DATA DIVE: Analysts see risk of sudden price falls with bullish investors “heavily extended” in EU carbon market

DATA DIVE: Analysts see risk of sudden price falls with bullish investors “heavily extended” in EU carbon market

Published 14:09 on January 8, 2026 / Last updated at 10:54 on January 9, 2026 / / EMEA (Compliance Markets & Taxes, Europe), Insights (Data Dives), Net Zero Transition (Power/Electrification)

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Investment funds increased their net long positioning in EUAs nearly six-fold across the past calendar year, with analysts warning any sudden future reversal in these bullish bets represents the main downside risk to prices in the opening months of 2026.
Investment funds increased their net long positioning in EUAs nearly six-fold across the past calendar year, with analysts warning any sudden future reversal in these bullish bets represents the main downside risk to prices in the opening months of 2026.


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