DATA DIVE: Investment in European EV, battery manufacturing starting to slump
Investment in European electric vehicle (EV) and battery manufacturing fell by a total of €400 million in Q4 2025, with investment in the solar sector remaining flat quarter-on-quarter, figures from a European think tank show.
Read MoreDATA DIVE: Only 1% of companies voluntarily disclose climate risk in California amid SB 261 pause
Just over 50 companies operating in California have voluntarily submitted climate-related financial risk disclosures, with early filings showing a strong focus on physical climate risks, even as enforcement of the state’s reporting law remains suspended.
Read MoreDATA DIVE: Analysts see risk of sudden price falls with bullish investors “heavily extended” in EU carbon market
Investment funds increased their net long positioning in EUAs nearly six-fold across the past calendar year, with analysts warning any sudden future reversal in these bullish bets represents the main downside risk to prices in the opening months of 2026.
Read MoreVCM MONTHLY DATA: Slow December leaves annual retirements at lowest level since 2020
Retirements in the voluntary carbon market (VCM) fell by 4.5% in 2025, 8 million down on 2024’s total, after December activity failed to live up to levels seen in previous years.
Read MoreDATA DIVE: EU solar generation boom offset by strong gas rebound
The EU’s 2025 boom in solar generation was offset by a strong rebound in gas, according to electricity data updated for the calendar year.
Read MoreVCM MONTHLY DATA: Carbon credit retirements down 30% MoM, as CORSIA supply trickles in
Voluntary carbon credit retirements were down by 30% month-on-month in November, and at 50% of the levels seen over the same period last year, as issuance also fell away, while CORSIA supply started to filter in as new credits were tagged as eligible for the UN’s international aviation offsetting scheme.
Read MoreDATA DIVE: EU ETS-covered coal emissions slow rate of decline as waste sector impact soars
The first 11 months of 2025 have seen the slowest decrease so far in coal emissions covered by the EU’s Emissions Trading Scheme (ETS) since 2022, according to analysts.
Read MoreDATA DIVE: New Zealand ETS applications fall further in November
The volume of applications to submit land into New Zealand’s ETS has fallen further in November, according to government data published this week.
Read MoreDATA DIVE: The road to ending oil dominance faces many hurdles
Hopes the world will soon hit peak oil demand have been dented after COP30 ended without a direct reference to fossil fuels in the final decision text, but the world’s crude dependence still faces many twists and turns.
Read MoreDATA DIVE: CORSIA Phase 1 demand will be higher than previously thought, say analysts
Analysts have raised their CORSIA demand forecasts in light of an October announcement by ICAO that signalled that the aviation sector had grown by more than expected in 2024.
Read More