ANALYSIS: The Trump-effect on North American carbon markets

Published 16:52 on February 11, 2025  /  Last updated at 16:52 on February 11, 2025  / /  Americas, Canada, US

Traders deliberated the impact of President Donald Trump’s first few weeks of unravelling US environmental policy on subnational carbon markets, as outsized option positions underpin participants’ hedging against negative outcomes, while longer-term policy shifts are yet to emerge after LA wildfires delayed California’s ETS rulemaking.
Traders deliberated the impact of President Donald Trump’s first few weeks of unravelling US environmental policy on subnational carbon markets, as outsized option positions underpin participants’ hedging against negative outcomes, while longer-term policy shifts are yet to emerge after LA wildfires delayed California’s ETS rulemaking.


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