Investors call the shots — speculative moves eclipse policy shifts in carbon markets
Policy tweaks have played a major role in the European carbon prices — but in the recent couple of days what seems to be the real driver behind is investor behaviour. As the European Commission tweaks with its Carbon Border Adjustment Mechanism (CBAM), traders and funds are calling the shots, slashing positions in the EU market while doubling down in the UK.
Investor exodus hits EUAs
European carbon allowances (EUAs) fell during the week ending February 28, with December 2025 contracts trading at EURO 72.26 per tonne CO2e (USD 75.19 per tonne CO2e) at 12:45 GMT, down about 4 per cent from the previous week, according to Intercontinental Exchange data. Platts, part of S&P Global Commodity Insights, pegged the December 2025 EUA contract at EURO 72.72 per tonne CO2e on February 27.
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