Report Title - EU Carbon Market Market Briefing (Issue No. 55, 2025) [1] Report Industry Investment Rating - Not provided Core View - EUA has re - linked with TTF, and its price has rebounded significantly. The report suggests interval operation, with a pressure level of €75 and a support level of €66 [2] Summary by Related Catalogs Market Conditions - Primary Market: The auction price is 66.71 euros/ton (-0.13%), and the bid coverage ratio is 1.55 [2] - Secondary Market: The closing price of EUA futures is 70.1 euros/ton (2.94%), and the trading volume is 35,600 lots (0.05) [2] Strategy - It is recommended to conduct interval operations, with a pressure level of €75 and a support level of €66 [2] Core Logic - Likely Positive Factors: Tensions between Russia and Ukraine may bring geopolitical risk premiums; new sanctions on Russia by US senators; European major stock indices closed higher [2] - Likely Negative Factors: Trump's "Freedom Day" tariff plan may suppress the European economy; the end of the heating season and increased renewable energy generation are unfavorable to carbon prices; the EU may weaken its 2040 climate goals; Finland will close a coal - fired power plant [2][3]
欧盟碳市场行情简报（2025年第55期）-2025-04-02
Guo Tai Jun An Qi Huo·2025-04-02 06:43