Carbon Taxes > EU ETS set for supply squeeze, price surge amid structural tightening -investment bank

EU ETS set for supply squeeze, price surge amid structural tightening -investment bank

Published 23:46 on March 11, 2025  /  Last updated at 00:13 on March 12, 2025  /  Carbon Taxes, CBAM, EMEA, EU ETS

The EU ETS is set for significant tightening and higher allowance prices from 2026 as emissions caps shrink, free allowances phase out, and the bloc’s Carbon Border Adjustment Mechanism (CBAM) moves to full implementation, according to a large bank’s investment strategy unit.
The EU ETS is set for significant tightening and higher allowance prices from 2026 as emissions caps shrink, free allowances phase out, and the bloc’s Carbon Border Adjustment Mechanism (CBAM) moves to full implementation, according to a large bank’s investment strategy unit.


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