Poland has generated approximately 922.3 million zlotys (214.5 million euros) from the sale of CO2 emission allowances in June 2026. The transactions were carried out on the EEX exchange in two auctions, where a total of 2.76 million Polish EUA units were sold.
The average settlement price for the Polish allowances reached 77.70 euros per unit, according to data from the National Centre for Emissions Management (KOBiZE). The auctions attracted strong investor interest, with an average of 24 bidders participating and a cover ratio of 1.85 — meaning demand significantly exceeded supply.
Auction results and price fluctuations
Across the entire European Union Emission Trading System (EU ETS), 20 primary market auctions were held in June 2026, selling about 50 million allowances at a weighted average price of 77.75 euros. The overall cover ratio stood at 1.47. Poland’s own auctions accounted for roughly 5.5% of the total volume sold.
During the month, spot prices for EUA units on the ICE and EEX exchanges moved within a range of 75 to over 80 euros, ending June at around 79 euros. The slight overall decline from 79.43 euros in May to 79.14 euros in June was driven by several factors.
Factors driving the carbon market
KOBiZE analysts note that the first week of June saw a drop to 75 euros, likely due to profit-taking by investment funds reducing their long positions on futures. Additional downward pressure came from news about plans to divert 400 million EU ETS allowances to fund a new „Investment Booster” instrument, which could increase auction supply.
– The price rebound in the second half of June was fueled by a temporary ceasefire agreement between the US and Iran, reopening the Strait of Hormuz, and rising electricity prices in Europe due to a heatwave and reduced French nuclear output – explained KOBiZE in its monthly report.
The market also reacted to EU member states approving revised benchmarks for free allowance allocation in 2026-2030, and to discussions within the European Parliament about potential EU ETS revisions, including lowering the linear reduction factor or restoring free allocations for the power sector.
Źródło: wnp.pl, Fot. Shutterstock
