News

EUAs to average EUR 100/t per annum from 2027 – analyst

– 29 August 2024

Description

EUAs are projected to average €100/t from 2027. What that means for companies? According to analysts, EU Emissions Allowances (EUAs) could average €100 per tonne annually from 2027, marking a significant jump in carbon pricing dynamics.

Such a level would represent a major shift for industries and energy producers that must comply with the EU ETS, as it would impose much higher costs on emissions-intensive operations.

This projected price trajectory reflects tightening supply, stricter climate targets, and growing demand pressures as Europe accelerates its decarbonisation agenda. For businesses navigating the carbon market, it underlines the increasing importance of long-term planning, hedging strategies, and investments in emissions-reduction pathways.

In this article for Montel, we’ll explore:

  • The drivers behind the analysts’ €100/t EUA forecast
  • The financial and strategic implications for regulated companies
  • Risk mitigation approaches under a higher-price carbon regime
  • How such projections fit into broader EU climate policy trends

Access the full article to unpack how this anticipated shift could reshape cost structures, investment strategies, and competitiveness in the carbon-constrained future.

 

Read the full article

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