The Shifting Dynamics of European Carbon Markets
OPIS TALKS ENVIRONMENTAL COMMODITIES:
In this episode of OPIS Talks, host Humberto J. Rocha sits down with Guadalupe Ruiz, Principal Carbon Markets Analyst at Dow Jones, to unpack the dramatic shifts in European carbon markets over the past year.
Guadalupe breaks down the three major trends that shaped EU carbon allowance (EUA) prices in 2025: the evolving relationship between natural gas and carbon prices as renewables reshape the power sector, the impact of US tariffs and trade policy uncertainty on industrial demand, and the unprecedented surge in investment fund positioning that reached…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.