EU carbon price currently trading “nowhere near” fair value, say analysts

Published 18:34 on May 12, 2026 / Last updated at 18:34 on May 12, 2026 / / EMEA (Compliance Markets & Taxes, Europe), Net Zero Transition (Industrial Decarbonisation, Investment, Reporting & Disclosure, Power/Electrification)

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EU Emissions Trading System (ETS) allowances are currently trading significantly below the value implied by fundamental demand and supply factors, analysts told an industry conference on Tuesday, as the market awaits the scheme's summer review.
EU Emissions Trading System (ETS) allowances are currently trading significantly below the value implied by fundamental demand and supply factors, analysts told an industry conference on Tuesday, as the market awaits the scheme's summer review.


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