Carbon Markets

UPDATE: Spot activity declines to YTD low as key deadline passes, prices trade sideways before a typically bullish November

Spot market volumes fell to a year-to date low last week, keeping ACCU prices tightly rangebound to extend the broader lull in liquidity and spot price volatility observed through the second half of October. With the NGERs reporting deadline passing last Friday – which immediately preceded 2024 peaks in weekly spot market activity – the coming fortnight looms as a critical window for price formation into year end.

RepuTex’s Carbon Weekly report breaks down activity in the Australian exchange-traded and OTC carbon markets (spot and derivatives) over the past week, including key trends and drivers, our latest pricing and benchmarks, and our daily forward curves.

Prices trade flat on declining spot market liquidity as NGERs reporting deadline passes

Total traded volumes across the Australian exchange-traded and over the counter (OTC) carbon markets fell to a 6-month low of 365k last week (-625k WoW), well below both the compliance year-to-date average (760k) and the equivalent average in October 2024 (820k).

Spot market volumes fell to a year-to-date (YTD) low of 190k (-189k WoW) – led by Generic ACCUs (44%), followed by Generic No-Avoided Deforestation ACCUs (34%) – relinquishing the top spot for the first time in over 12 months – followed

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