DATA DIVE: NZ ETS applications collapse to single digits in January, govt data shows
Applications to submit land to the ETS have continued to fall in January, amid ongoing low confidence in the market, ministry data published this week showed.
Read MoreDATA DIVE: California emissions down almost 4% in 2025 as rate of decline slows
Emissions covered by California’s cap-and-trade programme declined at a lower rate in 2025 compared with the prior year as the programme’s total emissions dropped under 25% over a decade, according to a major market intelligence provider.
Read MoreDATA DIVE: Tech giant CDR portfolio includes greater commitments to high durability
One of the largest corporate buyers of carbon removal (CDR) credits published an update to its portfolio on Wednesday, indicating Fiscal Year 2026 contracts are leading with high sequestration durability commitments.
Read MoreDATA DIVE: Safeguard ACCU surrenders begin in earnest in Q4, regulator data shows
Entities covered under the Safeguard Mechanism last quarter already began to surrender a substantial volume of Australian Carbon Credit Units (ACCUs) in the December quarter.
Read MoreDATA DIVE: US airlines set for huge share of 2024 CORSIA carbon offset demand, though participation up in the air
US airlines were responsible for over 55 Mt of emissions in 2024 that are subject to CORSIA offsetting requirements, data recently published by UN agency ICAO shows, even as analysts highlight ongoing uncertainty around their participation in the scheme.
Read MoreDATA 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.
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