InSights
Market Type:
Washington CFS Market Outlook 2031  | Analyst Note | May 2024
Washington CFS Market Outlook 2031 | Analyst Note | May 2024
Other CFS News, OR CFP, BC LCFS, CA LCFS
Clean Fuel Standards
23 May 2024

The Washington Clean Fuel Standard (WA CFS) targets a 20% reduction in the carbon intensity (CI) of transportation fuels by 2037. After just 1 year in existence, the program in influencing fuel mix in the state and has seen a significant rise in renewable diesel (RD) usage.

Deals Q1 2024 report | Analyst Note | May 2024
Deals Q1 2024 report | Analyst Note | May 2024
CFS Cross-Market, CaT Cross-Market, I-RECs, NA RECs, UK ETS, VCM, SAF, RFS, OR CFP, BC LCFS, CA LCFS, EU ETS​, WCI CCOs & WCOs, RGGI
Cap-and-Trade
16 May 2024

cCarbon’s Deals Q1 2024 report provides a comprehensive analysis of corporate climate initiatives worldwide, offering insights into market trends, type of deal, valuations, and geographical distribution. The analyst note helps in assessing the trends in deals, the markets currently being targeted and serves as an important guide for investors and clients in this space.

WCI Market : Outlook as California Strengthens Targets | Analyst Note | May 2024
WCI Market : Outlook as California Strengthens Targets | Analyst Note | May 2024
CaT Cross-Market, WCI CaT
Cap-and-Trade
7 May 2024

The Western Climate Initiative (WCI) Cap-and-trade program, that covers economy-wide emissions in California and Quebec, is undergoing substantial change.

Oregon CFP Market Outlook | Analyst Note | April 2024
Oregon CFP Market Outlook | Analyst Note | April 2024
CFS Cross-Market, OR CFP,
Clean Fuel Standards
30 April 2024

Oregon has set ambitious environmental goals, aiming for a 10% decrease in carbon intensity by 2025 and more significant reductions by 2030 and 2035.

RGGI Market: Forecasting the Landscape | Analyst Note | April 2024
RGGI Market: Forecasting the Landscape | Analyst Note | April 2024
RGGI
Cap-and-Trade
25 April 2024

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.

Alberta TIER Market Analyst Note: A new model for North American carbon markets | Analyst Note | April 2024
Alberta TIER Market Analyst Note: A new model for North American carbon markets | Analyst Note | April 2024
Alberta TIER
Cap-and-Trade
23 April 2024

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

California LCFS Market Outlook Ahead of New Regulations Coming In | Analyst Note | April 2024
California LCFS Market Outlook Ahead of New Regulations Coming In | Analyst Note | April 2024
OR CFP, BC LCFS, CA LCFS
Clean Fuel Standards
22 April 2024

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. 

UK ETS Demand-Supply Outlook 2030 | Analyst Note | April 2024
UK ETS Demand-Supply Outlook 2030 | Analyst Note | April 2024
UK ETS
Cap-and-Trade
15 April 2024

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.