Core Viewpoint - The EU carbon emission futures prices have risen to the highest level since August 2023 due to tightening supply, with expectations for a fifth consecutive week of increases [1] Group 1: Price Movement - The benchmark carbon emission allowance price on the London Intercontinental Exchange increased by 1.6% to €89.58 per ton [1] - Auction transaction volumes have decreased this week, with clearing prices above secondary market prices, further supporting the expectation of increased scarcity of allowances this year [1] Group 2: Market Sentiment - Investment funds' net long positions in carbon allowances are nearing the highest level recorded since early 2018 [1] - The tightening of emission caps is expected to create a shortfall in allowances, boosting bullish sentiment in the market [1] Group 3: Regulatory Changes - Significant reforms in the EU carbon market starting this year include the elimination of free emission allowances for the aviation sector and stricter rules for the shipping industry, which will support demand [1]
供应紧缩驱动五连涨 欧盟碳价创逾两年新高
Ge Long Hui A P P·2026-01-09 16:05