KRBN KraneShares Global Carbon Strategy ETF Loading...

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15:48
Apr 09
Tom Babbedge Head of Editorial, The Block Top Traders Unplugged
European carbon trends persist despite poor backtest
European carbon (EU ETS) was added to the AQA portfolio in 2016 despite a negative 8-year trend backtest because it met fundamental criteria for an alternative market: structural supply/demand inelasticities and low financialization. It became one of the best-performing markets and has continued to exhibit strong, persistent trends.
KRBN
HIGH
16:14
Mar 16
@FirstSquawk
Shorting carbon credits due to anticipated regulatory intervention from the EU, which intends to amend market stability mechanisms to cap prices.
KRBN
MED
07:30
Mar 12
@zerohedge
Political challenges are framing the EU carbon market as a destructive tax, creating downside pressure on carbon allowance prices as the system's viability is questioned.
KRBN
MED
03:10
Mar 06
@business
A prolonged Middle East conflict could disrupt LNG supplies, forcing a switch to higher-emission fuels and thereby increasing demand for carbon credits.
KRBN
MED
08:19
Feb 23
Emma Coker Reporter, The Block Bloomberg Markets
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.
KRBN 1ST
09:32
Feb 13
@burggrabenh
Growing political pressure from top French and German leaders against high EU carbon prices signals a risk of policy intervention that would be bearish for carbon allowance prices.
KRBN 1ST
HIGH

About KRBN Analyst Coverage

Buzzberg tracks KRBN (KraneShares Global Carbon Strategy ETF) across 6 sources. 1 bullish vs 0 bearish calls from 6 analysts. Sentiment: predominantly bullish (17%). 6 total trade ideas tracked.