Falling Allowance Supply To Tighten EU Carbon Market
2025-12-09 09:11:00 ET
By Warren Patterson, Head of Commodities Strategy
Allowance supply to fall
Allowances under the EU ETS are set to fall significantly in 2026, although, if we look at the current auction calendar for 2026, it does not reflect this, with auctioned volumes set to fall by less than 1% YoY. However, the auction calendar for 2026 does not take into consideration several adjustments that we will see....
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