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EU Carbon Price Slides Amid Policy Noise And Fund Selling

Source: SeekingAlpha

2026-02-20 06:55:00 ET

By Warren Patterson, Head of Commodities Strategy

Policy noise spooks the market

EU allowances (EUAs) have seen a spectacular collapse in prices over the last month after the market broke above EUR92/t in mid-January. The December contract fell below EUR70/t at one stage this week as the market became increasingly concerned about potential policy changes, with the EU set to review the Emission Trading System ((ETS)) and proposed reforms due in the third quarter....

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EU Carbon Price Slides Amid Policy Noise And Fund Selling
Kraneshares California Carbon Allowance ETF

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