欧盟碳市场行情简报(2026年第17期)-20260129

Report Information - Report Title: EU Carbon Market Market Briefing (Issue 17, 2026) [1] - Release Date: January 29, 2026 [2] Industry Investment Rating - Not provided in the report Core View - The EU carbon market is facing tariff concerns, and the EU Allowance (EUA) price has fallen from its high. The first - level auction price and the second - level EUA futures settlement price both decreased, with decreases of 1.27% and 1.44% respectively [2] Content Summary by Directory Market Conditions - First - level: The auction price was 86.4 euros/ton, a decrease of 1.27%, and the bid coverage ratio was 1.48 [2] - Second - level: The EUA futures settlement price was 87.13 euros/ton, a decrease of 1.44%, and the trading volume was 37,000 lots, an increase of 0.93 [2] - EUA spot settlement price decreased by 1.42% to 85.23 euros/ton, and the spot trading volume was 1,799 lots, a decrease of 4,767 lots [3] Strategy and Core Logic - Bullish factors: No new bullish factors [2] - Bearish factors: No new bearish factors [2] - Other factors: The European Parliament will re - review the EU - US trade agreement next week; Europe has agreed to significantly increase the deployment of North Sea turbines, aiming to reach 100 gigawatts by 2050 [2]