Insights > Analysis > ANALYSIS: Potential EU CBAM-linked Article 6 demand could reach 17 Mt per year, as market questions “arbitrary” cap

ANALYSIS: Potential EU CBAM-linked Article 6 demand could reach 17 Mt per year, as market questions “arbitrary” cap

Published 11:55 on May 26, 2026 / Last updated at 12:00 on May 26, 2026 / / Americas (LATAM & Caribbean), EMEA (Europe), Insights (Analysis), International (CBAM & Tariffs, Paris Article 6/PACM, UN Climate Talks), Net Zero Transition (Industrial Decarbonisation)

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Annual demand for Article 6 carbon credits, generated by proposed rules to allow them to be deducted from EU Carbon Border Adjustment Mechanism (CBAM) fees, could theoretically rise to more than 17 million tonnes through 2040, analysts have said, but limitations imposed by Brussels mean that, at least in the near term, buying is likely to be a fraction of that potential volume.
Annual demand for Article 6 carbon credits, generated by proposed rules to allow them to be deducted from EU Carbon Border Adjustment Mechanism (CBAM) fees, could theoretically rise to more than 17 million tonnes through 2040, analysts have said, but limitations imposed by Brussels mean that, at least in the near term, buying is likely to be a fraction of that potential volume.


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