EMEA > Compliance Markets & Taxes > Early 2026 to see bull run for EU carbon prices, but momentum to fade in H2 -analysts

Early 2026 to see bull run for EU carbon prices, but momentum to fade in H2 -analysts

Published 15:19 on November 25, 2025 / Last updated at 15:19 on November 25, 2025 / / EMEA (Compliance Markets & Taxes, Europe), Net Zero Transition (Industrial Decarbonisation, Power/Electrification)

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European energy market analysts expect carbon prices to surge toward the triple-digit mark in early 2026, supported by structurally tighter EU ETS fundamentals and a relatively soft gas market, but momentum is likely to ebb in the second half of the year as policy discussions loom into view.
European energy market analysts expect carbon prices to surge toward the triple-digit mark in early 2026, supported by structurally tighter EU ETS fundamentals and a relatively soft gas market, but momentum is likely to ebb in the second half of the year as policy discussions loom into view.


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