Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - The EU carbon market has seen a significant correction in EUA prices due to the resurgence of tariff threats. Trump's proposed Greenland tariff threat has led to a general decline in the European market, and there are no new positive factors [2]. 3. Summary by Relevant Catalogs Market Conditions - Primary Market: The EUA auction price was 87.34 euros/ton, a decrease of 4.38%, with a bid - cover ratio of 1.67. On January 19, 2026, the auction volume was 271.25 tons, and the auction revenue was 23,691 million euros [2][4]. - Secondary Market: The EUA futures settlement price was 88.14 euros/ton, a decrease of 4.24%, and the trading volume was 65,900 lots. The EUA spot settlement price was 86.16 euros/ton, a decrease of 4.25%, and the trading volume was 1,047 lots [2][4]. Strategy Core Logic - Positive Factors: There are no new positive factors [2]. - Negative Factors: Trump's proposed Greenland tariff threat has led to a general decline in the European market [2].
欧盟碳市场行情简报(2026年第12期)-20260121
Guo Tai Jun An Qi Huo·2026-01-21 12:53