Analysts cut EU carbon price forecasts for 2026 and 2027

Analysts lowered price forecasts for EU carbon allowances to 80.61 euros for 2026. Uncertainty over policy changes and energy shocks drove the downward revision.

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Insights:

Ten analysts cut 2026 EU carbon price forecasts 13% to 80.61 euros per ton following policy shifts and energy market volatility.

Benchmark allowances fell 15% this year to 74 euros as governments seek to curb energy costs.

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