POLL: Finding pockets of bullish optimism, analysts lift EU carbon price forecasts
Analysts have raised markedly their forecasts for EU carbon prices for the next two years, despite the impending injection of tens of millions of additional permits into the market and wider concerns over the bloc’s economy.
Read MorePOLL: Analysts cut short-, medium-term EU carbon price forecasts on worsening outlook
Analysts have cut their short- and medium-term EU carbon price forecasts over a mix of bearish factors including Europe’s energy crisis, the continent’s worsening economic outlook, and increased allowance sales through the bloc’s REPowerEU plan.
Read MorePOLL: Analysts raise EU carbon price forecasts despite more immediate rangebound outlook
Analysts have raised their EU carbon price forecasts across the board after the futures recovered from a Q1 plunge triggered by the Russia-Ukraine war, but a number of experts have warned that conflicting fundamental drivers could keep the market rangebound through the rest of this year.
Read MorePOLL: Analysts nudge up 2022 EUA forecasts despite uncertainty, see bigger gains from 2023
Analysts have nudged up their short- and medium-term EU carbon price forecasts despite the recent crash and ongoing geopolitical risk, while giving a bigger boost to their long-term outlook for EUAs due to more coal burn in Europe and increased policy certainty.
Read MorePOLL: Analysts predict record rebound in EU ETS emissions in 2021
Verified emissions under the EU ETS likely rose by a record 8.3% last year, according to a poll of analysts, with output rebounding from the pandemic-induced drop in 2020 as utilities burned more coal and the European economy recovered.
Read MorePOLL: Analysts up EU carbon forecasts again, warning volatility is here to stay
Analysts have raised their EU carbon price forecasts across the board following late last year’s rally, with some warning that competing narratives could drive the market sharply in either direction in the months to come, all while maintaining a high level of volatility.
Read MorePOLL: Analysts raise EU carbon price forecasts following gas spike, though some see downside risk
Analysts have raised their EU carbon price forecasts across the board to reflect the surge in gas prices and the ongoing influx of new speculative capital into the ETS, though some warned of possible downside risk ahead.
Read MorePOLL: With EU ETS reforms afoot, analysts point to petering out price rally
EU carbon prices have likely seen the bulk of the appreciation expected from upcoming supply-slashing market reforms, analysts forecast, with most predicting that EUAs would now sit tight and trade within sight of existing levels through 2023.
Read MorePOLL: Big boost for EU carbon price forecasts as several analysts see EUAs topping €100 this decade
Analysts have significantly raised their forecasts for EU carbon allowances, with several now predicting prices will average around €100 for an entire year later this decade, as EUAs set all-time highs ahead of the release of major proposals to tighten the ETS and as new investors continue to pile into the market.
Read MorePOLL: Pandemic slashed EU ETS emissions by record amount in 2020, analysts predict
Emissions covered under the EU ETS likely fell by a record amount in 2020, according to a poll of 10 analysts, as the pandemic and subsequent government-imposed lockdowns slashed power generation and industrial output while wreaking havoc on the European economy.
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