Euro Markets: EUAs give up 0.3% while energy swings as Iran talks seen failing, Hormuz still blocked
Europe’s carbon market ended Monday marginally lower as EUAs moved mostly in direct opposition to shifts in energy prices, after the US said it would impose its own blockade of the Strait of Hormuz after weekend peace talks with Iran failed to reach an agreement.
Read MoreIrish govt pushes back planned carbon tax increase, reduces fuel duties
The government of Ireland will defer the planned carbon tax increase on non-ETS sectors, and reduce duties on petrol and diesel under a new package of measures agreed Sunday to alleviate pressure on the transport, farming, and fisheries sectors.
Read MoreEU ETS verified emissions fell 1.3% in 2025, European Commission says
Verified emissions reported from installations, aircraft, and maritime operators covered by the EU ETS fell by 1.3% year-on-year (YoY) in 2025, the European Commission confirmed Friday.
Read MoreEuro Markets: EUAs drift steadily on pre-weekend risk reduction even as traders see bullish outlook
EU carbon prices rose for a third week despite a day-long decline on Friday as traders reduced risk ahead of the weekend, amid a noticeable improvement in bullish sentiment and a slightly calmer atmosphere in Iran as the ceasefire appeared to be holding, though energy prices were mixed, reflecting fluctuating expectations that the Strait of Hormuz will be fully reopened.
Read MoreLawmaker seeks broader, faster CBAM fund to shield EU exporters
The European Parliament is gearing up for talks over a new “Temporary Decarbonisation Fund” that would channel revenues from the EU’s Carbon Border Adjustment Mechanism (CBAM) back to EU exporters while tightening climate conditionality, according to a draft report put forward this week by French lawmaker Pascal Canfin.
Read MoreANALYSIS: Weakening of EU ETS price signal would damage carbon removal investment trajectory
Reforms to the EU ETS that ease prices in the cap-and-trade compliance carbon market would reduce the incentive to scale engineered CO2 removal technologies, according to experts, though complementary financing measures will also be essential to meet the bloc’s negative emissions goals.
Read MoreBRIEFING: EU capitals urge caution over recognition of international credits in CBAM
Several EU member states have urged caution over recognising international carbon credits as a “carbon price paid” in talks on extending the EU’s Carbon Border Adjustment Mechanism (CBAM), responding to a draft text that will form the basis of their joint negotiating position.
Read MoreEU ETS verified emissions from stationary installations fell around 1.5% in 2025 -analysts
Verified emissions reported from stationary installations covered by the EU ETS fell by approximately 1.5% year-on-year (YoY) in 2025, according to multiple analysts’ calculations of data published on the system registry Thursday.
Read MoreOECD recommends set of carbon tax changes to boost growth in member countries
Carbon pricing and broader decarbonisation strategies can support economic growth and competitiveness if embedded within wider structural reforms, according to a new report by the Organisation for Economic Co-operation and Development (OECD).
Read MoreCOMMENT: CBAM’s aluminium scrap loophole – An EU circular economy cannot be built by weakening the industries that sustain it
If EU policymakers are serious about preserving Europe’s low-carbon aluminium production, maintaining a competitive recycling base, and delivering on the EU’s circular economy and strategic autonomy objectives, they must address CBAM’s aluminium scrap loophole.
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