ENGIE EnergyScan

Author: EnergyScan

Energyscan weekly podcasts will provide you with up-to-date access to innovative and comprehensive insights on major energy market news. These interview-type podcasts with top experts at ENGIE Global Energy Management and Sales are here to help you keep up with energy market trends, build market views with top-quality data and interact with experts to support your decision making. Start your EnergyScan free trial and get more analysis and data on energy markets : https://bit.ly/47Wuz01 Follow us on twitter : https://twitter.com/Energyscan_egm Contact us at energyscan.gem@engie.com
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Language: en

Genres: Business News, News

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Special episode : Understanding the EUA price correction
Wednesday, 25 February, 2026

In this episode, Julien Hoarau and Paul Chavy unpack the sharp drop in EU carbon prices—EUAs falling more than 20% from mid‑January highs above €90/t. Together they explain how a barrage of political headlines, lobbying pressure, leaked documents, and renewed policy uncertainty disrupted what had been a strong structural bullish narrative. The discussion dives into the key reform flashpoints ahead of the EU ETS review—free allocation, the MSR, and the LRF—plus the potential impact of unallocated allowances and how positioning and options dynamics can amplify volatility. Finally, the episode lays out three plausible near‑term price scenarios and assesses whether the structural bull case is truly broken—or simply paused by politics.