POLL: Analysts expect UKAs to retain support on EU ETS on linkage hopes, major downside risk if talks fail
Carbon analysts from two firms see UK carbon prices averaging above £60 in 2026 as the prospects of linking the market with the EU ETS should narrow spreads to European permits, though they warned of political downside risks in the second half of the year if a mid-year EU-UK summit is delayed or talks fail to make a breakthrough.
Read MoreDocuSign latest to shift to removals as it maintains carbon neutral status
US-based e-signature firm DocuSign has maintained its CarbonNeutral certification into FY26 while signalling a strategic pivot toward higher-integrity carbon credits and long-term removals, as it prepares to transition to a net zero-aligned approach.
Read MoreEU top court strikes down Hungary CO2 tax on free ETS allowances
The EU’s top court ruled on Thursday that Hungary cannot impose a tax on CO2 emissions from installations receiving significant free EU ETS allowances where that measure neutralises the value of those permits and undermines the bloc’s carbon market design.
Read MorePOLL: Policy uncertainty caps EUAs as weak demand, fund retreat offset structural bullishness
Analysts have slashed their forecasts for EU carbon prices, which they say are now being driven more by political risk than fundamentals.
Read MoreANALYSIS: Microsoft’s ‘pause’ in CDR buying is a stark wake-up call for the nascent sector
A reported pause to Microsoft’s carbon removal (CDR) purchasing programme exposes a major demand challenge for the nascent technology-based market, but also represents a “bittersweet” opportunity for the sector to mature, project developers and experts told Carbon Pulse.
Read MoreTop buyer Microsoft suspends carbon removal purchase programme -sources
Microsoft has suspended its carbon removal (CDR) buying programme, according to several sources, in a move that threatens to upend a nascent but fragile market heavily reliant on the tech giant’s demand.
Read MoreEU ETS verified emissions from stationary installations fell around 1.5% in 2025 -analysts
Verified emissions reported from stationary installations covered by the EU ETS fell by approximately 1.5% year-on-year (YoY) in 2025, according to multiple analysts’ calculations of data published on the system registry Thursday.
Read MoreRegenerative ag standard updates insetting rules to tighten MRV, add new additionality pathway
A regenerative agriculture certification body has updated its carbon insetting rules, tightening integrity requirements and introducing a new additionality approach as it seeks to scale supply chain-based climate claims.
Read MoreNACW26: BRIEFING – VCM building quality infrastructure, but buyer behaviour still undermining integrity -panel
The voluntary carbon market is building the data and governance infrastructure needed to reward high-quality projects, but buyers and developers continue to rely on weak disclosure and simplistic procurement strategies that risk undermining progress, experts said this week.
Read MoreNACW26: BRIEFING – AI cutting carbon project development costs, but not necessarily integrity risks
Artificial intelligence is beginning to reshape how voluntary carbon markets function – from project design and monitoring to certification and pricing – but its growing role is exposing both new efficiencies and new integrity risks.
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