Emma Coker

Reporter, The Block
· tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
KRBN long +9.7%
Worst Calls
No live losers yet
Most Mentioned
KRBN ×1
Recent Calls
KRBN long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 100%
Average Return +9.7% Long Return +9.7% Short Return -
Average Return
7d -3.2%
30d -3.7%
90d +8.7%
Result
Result
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Side
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Thesis
Theme
Source
Long
Feb 23
$30.35
+9.7%
EU Carbon prices dipped to €69/ton amid volatility regarding new reforms, but the structural target remains to cut emissions significantly by 2035. The "cheaper abatement options" in the power sector are exhausted. Future emissions cuts must come from harder-to-abate industrial sectors, which structurally requires a higher carbon price (projected €185/ton by 2035). The current dip is a policy-driven volatility event in a structural bull market. LONG EU Carbon Credits (via KRBN or futures) on the dip. EU politicians softening targets significantly to protect industrial competitiveness.
EU Carbon prices dipped to €69/ton amid volatility regarding new reforms, but the structural target remains to cut emissions significantly by 2035. The "cheaper abatement options" in the power sector are exhausted. Future emissions cuts must come from harder-to-abate industrial sectors, which structurally requires a higher carbon price (projected €185/ton by 2035). The current dip is a policy-driven volatility event in a structural bull market. LONG EU Carbon Credits (via KRBN or futures) on the dip. EU politicians softening targets significantly to protect industrial competitiveness.
Energy
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