InSights

This analyst note highlights cCarbon’s CarbonOutlook Model for the BC LCFS market, provides an overview of the program, examines biofuel and EV trends, and presents a demand-supply outlook through 2030.

The analyst note examines the North American clean fuel and cap-and-trade markets, focusing on California's LCFS, RFS, cap-and-trade, and RGGI, amidst macroeconomic uncertainties and the April 8 Presidential Executive Order causing significant headline risk. It presents cCarbon's risk assessment framework, assessing 22 key drivers to guide stakeholders in navigating regulatory and market challenges.

This report provides an in-depth analysis of carbon offset usage across global compliance markets, highlighting key regulatory frameworks, market dynamics, and investment opportunities. It explores the role of offsets in cost containment mechanisms, emission reduction strategies, and climate finance, while examining the evolving regulatory landscape in major markets such as the EU, California, China, Japan, South Korea, and others. The report also contrasts compliance markets with voluntary carbon markets (VCMs), addressing differences in governance, pricing, and market access. Key findings suggest that compliance markets offer stable pricing and higher-quality credits, presenting valuable opportunities for developers and investors. Strategic recommendations emphasize diversification, investing in high-integrity projects, and staying aligned with evolving regulatory standards to mitigate risks and capitalize on emerging opportunities.

This insight report forecasts emission trends in California and Quebec, targeting a 3% annual reduction through 2026. Future reductions hinge on growth in EVs, renewable diesel, and clean energy infrastructure. Projections show steady annual declines, with challenges in sustaining regulatory momentum. The report dives deep into the drivers influencing the performance and decarbonization potential of each sector.

This analyst note explores Washington's Covered Emissions for the first year of the program, analyzing different sectoral trends to understand the decarbonization rate. The note evaluates key drivers of decarbonization, including the Clean Energy Transformation Act (CETA), and the role of renewable diesel and EV uptake under the WA Clean Fuel Standard (CFS).

This analyst note explores Oregon’s updated Climate Protection Program (CPP), analyzing the regulatory design, compliance timelines. The note examines expected sectoral impacts, particularly on fuel suppliers and gas utilities, and assesses early abatement signals and long-term obligations through 2035.

This Analyst Note dives deep into cCarbon’s 2035 forecasts for the Oregon CFP market under 3 alternative scenarios. The Note also provides a 2030 price forecast for the market.

This InSight dives deep into cCarbon’s 2030 forecasts for North American clean fuel markets, exploring the interconnections between regulatory dynamics, market behavior, and pricing outlooks.