DATA DIVE: Oil and gas, mining net zero strategies hinge on emissions cuts, not production change
Major oil and gas and mining companies are prioritising operational emissions reductions while providing limited clarity on capital allocation and production shifts, according to new data covering companies worth more than $2.8 trillion.
Read MoreDATA DIVE: Asia gas premium over Europe to filter in support for EUAs, say analysts
Increased demand for LNG from Asian buyers should squeeze European natural gas prices, boost coal in the EU power mix, and feed some support for EUAs over the spring and summer, according to analysts, though any fuel switching demand from electricity production would also likely come in the face of a tough conditions for industrials amid high energy costs.
Read MoreDATA DIVE: EU coal rebound from higher gas prices yet to arrive in force
Coal-fired power generation and emissions have yet to significantly rebound across the EU amid mild weather and low demand, despite analysts highlighting fuel-switching away from gas due to extreme price spikes in March.
Read MoreDATA DIVE: Proposed WOTUS Rule threatens foundation of US ecosystem market
US ecosystem market stakeholders are awaiting word on a proposed EPA rule which would dramatically reduce the number of wetlands requiring offsets.
Read MoreDATA DIVE: Fuel switching keeps support for EU carbon in face of looming recession, political intervention risks
EU coal-fired power is set for a boost in 2026 and should maintain demand for EUAs even while global recession fears mount and Brussels mulls political intervention in the bloc’s ETS, as surging natural European gas prices due to war in the Middle East have weakened that fuel’s electricity generation margins, according to profitability spreads and market analysts.
Read MoreCDR MONTHLY DATA: Investment falls but retirements edge up with market showing signs of maturity
The engineered carbon removals (CDR) market saw a softening in investment and fewer forward purchase deals in February, with biochar projects again dominating new issuance and retirements, according to registry data and figures from two analytics firms.
Read MoreVCM MONTHLY DATA: Carbon credit retirements surge to highest level for 12 months but CORSIA prices tumble
End-user demand across the voluntary carbon market (VCM) was strong in February, with over 25 million credits retired, a level not seen for a year, while prices for those eligible to be used under the CORSIA international aviation offsetting scheme took a tumble as analysts noted that a steady stream of supply may finally be on the cards.
Read MoreDATA DIVE: Megadiverse countries turn to nature credits ahead of GBF progress review
Early submissions of the 7th national reports aimed at tracking progress towards global biodiversity targets show mounting interest in crediting mechanisms among megadiverse countries, according to analysis from Carbon Pulse.
Read MoreDATA DIVE: Land removed from New Zealand ETS as new applications fall further
The total number of hectares in New Zealand’s ETS went backwards in February as hardly any new applications were submitted, according to government data published Monday.
Read MoreDATA DIVE: EV, grid expansion boosts transition investment almost $200 bln higher in 2025, but growth rate slowing
Investment in renewable energy globally fell by nearly 10% in 2025 ($72 billion) due in large part to changes to power market rules in China, analysts said on Tuesday.
Read More