The North American forestry carbon market is entering a more selective and risk-sensitive phase, with opportunity increasingly concentrated in high-integrity, removal-focused, and CCP-eligible credits.

cCarbon’s new report provides a detailed cross-market view of voluntary and compliance forestry carbon across the U.S., Canada, and Mexico, highlighting a structural 56 Mt IFM surplus, rising vintage and methodology risks, and the potential role of SBTi’s Ongoing Emissions Responsibility framework in reshaping future demand.

The report also examines divergent compliance-market dynamics, including supply-tight Washington WCOs, growing California CCO surplus risks, narrow Canadian opportunities, and Mexico’s emerging position as a low-cost removals market.

Overall, the report offers data-driven forecasts and strategic guidance for developers, investors, traders, and buyers navigating surplus risk, pricing bifurcation, and the next phase of North American forest carbon demand.