EMEA > Compliance Markets & Taxes > EU carbon prices to hold steady despite geopolitical risks, tighter balances seen later in 2026 -analysts

EU carbon prices to hold steady despite geopolitical risks, tighter balances seen later in 2026 -analysts

Published 21:02 on May 15, 2026 / Last updated at 21:02 on May 15, 2026 / / EMEA (Compliance Markets & Taxes, Europe)

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European carbon prices are likely to remain rangebound near-term despite persistent geopolitical turmoil and political pressure for EU ETS reform, but structural supply tightness should reassert itself later this year and lift prices towards winter, according to analysts at a European investment bank.
European carbon prices are likely to remain rangebound near-term despite persistent geopolitical turmoil and political pressure for EU ETS reform, but structural supply tightness should reassert itself later this year and lift prices towards winter, according to analysts at a European investment bank.


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