European carbon allowances are forecast to rise above EUR 90 per tonne next year, according to Montel News. The outlook holds even with what the report calls policy risks around the EU ETS. That price level would mark a clear step up from recent trading ranges and would raise the cost of emitting for power plants and industrial facilities covered by the scheme. The full Montel article is behind a registration wall, so the specifics of the forecast, such as which analysts are involved and what scenarios they model, are not visible in the excerpt. Still, the headline points to a market that expects stronger EUA prices in 2026, driven by tighter supply or firmer compliance demand. For anyone tracking carbon markets, the key question is how much policy uncertainty can push back against that trajectory.
