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Energy Transition, Carbon, Emissions
March 06, 2026
By Irina Breilean and Eklavya Gupte
HIGHLIGHTS
EU Allowances have slid since January
The European Commission is set to review key rules under the bloc's EU Emissions Trading System in the third quarter of 2026.
Amid growing concerns about EU industrial competitiveness, many governments are pushing for reforms to improve price predictability. This shift has seen EU carbon prices drop by around Eur20/mtCO2e from January as bullish expectations begin to deflate.
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Editor: