We adjust our forecast to factor in new assumptions on renewable power capacity and slightly changed forward prices for fuels. For the near-term, we assume the ongoing turbulent macro-economic environment will outweigh the “gaze-lifting” traders will need to perform to align with the steep drop in supply that will start in 2027. Delaying that effect has led us to slash our 2025 forecast (average price) from EUR 92 to EUR 80/t.
Veyt forecasts carbon prices to average EUR 80/t in 2025, EUR 195/t in 2030 and EUR 290/t in 2035.
A weekly cap of what moved EUA prices and a clear view of the week ahead. We set out the drivers, their directional impact, and what matters next.
Specialising in data, analysis, and insights for all significant low-carbon markets and renewable energy.
