Funds shift from natural gas to EU carbon allowances
Amid an expected LNG surplus from 2026, investors are reallocating positions toward the EU carbon market, betting on tighter supply and a bullish price trajectory.
| Sector | Carbone, Gaz, Marché carbone, Gaz naturel |
|---|---|
| Theme | Marchés & Finance, Trading |
Investment funds active in European energy markets are significantly redirecting their positions, cutting exposure to natural gas in favour of European Union carbon allowances (EUAs), as a wave of liquefied natural gas (LNG) supply is anticipated from next year.
Comments
Sign in to leave a comment.