EnergyReader · 2026-08-10 19:39

Vertis Calls 14% EUA Rally as Tight ETS Balance Pushes Against Bearish Consensus

By EnergyReader Newsroom · August 10, 2026

Vertis, the carbon brokerage, said on Thursday (2026-08-06) that Europe's ICE EUA Dec-rolling contract is likely to rise 14% from current traded levels by year-end, citing a lingering supply-demand deficit in the EU Emissions Trading System. The ICE EUA Dec-rolling contract was at €82.77/tCO2 in Monday's (2026-08-10) morning session, putting the implied Vertis target at roughly €94/t.

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EU Carbon Reform Timetable Carries More Slippage Risk Than EUA Prices Suggest 3h ago · EUA same market EC Climate Chief Tells Politicians to Stay Out of EU Carbon Pricing 15h ago · EUA same market European Energy Companies Face ROE-Driven Earnings Squeeze Amid Diesel Affordability Pressure 2d ago · German Power via EU Carbon Policy / EUA Supply TTF Gas Holds 3% Gain at 74 Euros as Storage Deficit and Asian LNG Demand Tighten European Supply 11h ago · TTF via Carbon Power Stack El Nino Forecast Offers Partial Winter Relief for UK Power Prices 1d ago · UK Power via Carbon Power Stack Large Chemicals Producer Idles Three UK ETS Sites, Softening Allowance Demand Outlook 1d ago · UKA via Carbon Power Stack

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