The RGGI market faces a much more daunting task in abatement, as the transition from natural gas to renewables is proving to be much harder than the one from coal to natural gas. As of now, the cap is declining at 3% YoY, but this is expected to tighten as RGGI targets a zero cap by 2040.

The analyst note provides an outlook for Alberta's Technology Innovation and Emissions Reduction (TIER) program, against the backdrop of the continuous support from the provincial government to build the Carbon Capture and Storage

This analyst note introduces an enhanced version of the cCarbon LCFS Model, which has been employed to assess the feasibility of various reduction targets and programme designs for the year 2030, considering different scenarios. We have updated the price forecasts till the year 2030. The fuel demand and credit demand/supply model has been updated to the year 2045. The forecast for fuel demand include the impact of the ZEV selling obligation, which includes Advanced Clean Cars II, Advanced Clean Trucks, and Advanced Clean Fleets. The note also presents a comprehensive collection of data from several scenarios related to topics that are relevant to the 2023 rulemaking process for the Low Carbon Fuel Standard (LCFS). The objectives for 2030 encompass a 35% reduction, the implementation of an automatic acceleration mechanism, and a goal of achieving a 45% decrease in carbon intensity (CI). In addition, there is a baseline scenario that aims to achieve a 30% decrease in CI. The model considers different scenarios which were discussed in the April 10, 2024 CARB LCFS workshop: 5%, 7%, 9% and double AAM. 

This Analyst Note by cCarbon delves into the demand-supply outlook for the UK ETS spanning till 2030. It outlines the policies and targets aimed at decarbonizing various sectors regulated under the UK Emission Trading Scheme (ETS) and analyses their impact on the UK ETS market dynamics till 2030. The first part of this note offers insights into the decarbonization policies and targets of power, industry as well as aviation sectors, including recent regulatory changes in the UK ETS which are anticipated to influence near or medium-term supply of allowances.

Canada CFR Market Outlook 2030 offers an updated outlook for Canada CFR up to 2030. It provides insights on the supply/ demand of credits from different pathways.