Veyt forecasts the price of European emission allowances to rise just above EUR 400/t by 2040, down significantly from the September update. This reflects our revised expectation that emissions will be slightly lower through the 2026-2034 period. Less covered emissions will delay the timeline for the release of allowances from the Market Stability Reserve, easing prices in 2040 compared to our previous expectations.
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.
Veyt specialises in data, analysis, and insights for all significant low-carbon markets and renewable energy.
