EMEA > Compliance Markets & Taxes > EU carbon market to tighten next year, flirt with €100 ahead of possible oversupply from 2028 -analysts

EU carbon market to tighten next year, flirt with €100 ahead of possible oversupply from 2028 -analysts

Published 18:46 on December 4, 2025 / Last updated at 18:46 on December 4, 2025 / / EMEA (Compliance Markets & Taxes, Europe)

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EU carbon prices look set to climb further into 2026 before easing later in the decade, a team of analysts said Thursday, as tightening supply, record fund positioning, and a growing structural deficit collide with weakening industrial demand, a rapidly decarbonising power mix, and possible market intervention.
EU carbon prices look set to climb further into 2026 before easing later in the decade, a team of analysts said Thursday, as tightening supply, record fund positioning, and a growing structural deficit collide with weakening industrial demand, a rapidly decarbonising power mix, and possible market intervention.


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