POLL: EU ETS emissions seen modestly lower in 2025 as weather, weak industry offset transport gains
Analysts expect verified emissions covered under the EU ETS were slightly lower in 2025, as subdued industrial activity and continued coal-to-gas switching were counterbalanced by weak renewables output and rising transport demand.
Read MoreBRIEFING: European creditors considering debt-for-carbon swaps with Senegal, Guinea-Bissau
At least two European creditor countries are willing to undertake ‘debt-for-carbon swap’ deals with West African countries, which would involve a partial write-off in exchange for the transfer or generation of carbon credits, according to a senior official at a development bank.
Read MoreANALYSIS: From extreme scarcity to buyer uncertainty – is CORSIA’s greater challenge now demand?
After years with only one eligible supply source, credits approved for CORSIA use in its current phase have begun to steadily flow onto the market, reaching above 30 million earlier this year, but in light of an escalating war in the Middle East that has disrupted international air travel and jet fuel flows, as well as a lack of legislated penalties for non-compliance, some participants are now questioning whether the global aviation offsetting scheme has a growing demand problem.
Read MoreINTERVIEW: NbS project developer says stronger permanence from ANR
A project developer has said assisted natural regeneration (ANR) can deliver significantly stronger permanence than traditional reforestation, positioning the approach as a high-integrity option in carbon markets.
Read MoreDATA 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 MoreANALYSIS: Imminent EU ETS proposals expected to have limited market impact
Expected proposals to reform the supply-balancing reserve in the EU’s Emissions Trading System (ETS), and updates to benchmarks determining free permit allocations for industrials, are not likely to have a major impact on carbon market prices in the bloc, analysts have said, as Brussels scrambles to find solutions to ease soaring energy costs and protect European industry.
Read MoreFEATURE: Middle East crisis boosts the case for renewables, yet some are already doubling down on fossil fuels
The global energy shock is bolstering the business and security case for renewables and electrification even more than previous crises – yet there is still concern that some politicians will double down on speedier fossil fuel alternatives to quell higher costs of living.
Read MoreVCM REPORT: CORSIA ticks higher and airline retires large tranche of credits
CORSIA prices ticked higher last week, reflecting the market having found a wide trading range either side of $13, and there were signs that airlines are now readying to retire for compliance.
Read MoreFEATURE: Carbon rating agencies share divided views on incoming EU ESG regulation exposure
Carbon rating agencies are split on whether they fall in scope under upcoming EU rules on ESG rating activities, which could potentially help unlock more bank finance for the sector and reduce risk of integrating credits in compliance schemes, stakeholders told Carbon Pulse.
Read MoreINTERVIEW: NZ govt doesn’t understand the market, forestry leader says
Low carbon prices and the government’s lack of understanding of market dynamics has created an uncertain atmosphere in New Zealand’s ETS, according to a forestry leader, saying participants will likely need to hunker down until there’s a change in government.
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