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5. February, 2026

Policy nervousness causes sell-off, volatility ahead

European Carbon
Marcus Ferdinand

On Thursday, 5 February, the EUA Dec-26 contract shaved off EUR 4.72/t or 5.7% and settled at EUR 78.20/t. This represents the highest daily decline since 18 February 2024 when the front-Dec contract saw a 6.3% daily drop. The large sell-off came on the back of a Bloomberg news story suggesting that the EU had decided to inflate the supply side of the EU ETS. However, the headline was not substantiated much in the article, which remained rather speculative.

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Carbon
EU ETS1, EU ETS2, North American Carbon, GCC
Carbon
EU ETS1, EU ETS2, North American Carbon, GCC
Fuels
Biomethane, Transport fuels
Fuels
Biomethane, Transport fuels
Power Purchase
Agreements (PPAs)
Asset valuation, Deal flow, Market prices
Power Purchase
Agreements (PPAs)
Asset valuation, Deal flow, Market prices
Energy Attribute Certificates (EAC)
GOs, REGOs, Global Certificates
Energy Attribute Certificates (EAC)
GOs, REGOs, Global Certificates

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