Carbon Markets

UPDATE: SMCs see activity around new FY24/25 issuance as ACCU prices continue recent gains – on par with YTD high

ACCU prices firmed to level year-to-date highs last week, as sporadic flows of Safeguard-aligned demand continued to underpin growth. SMCs observed renewed activity late in the week as momentum builds around current FY24/25 issuance.

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.

ACCU prices level YTD highs on Safeguard demand – with liquidity expected to lift in coming weeks

Total traded volumes across the Australian exchange-traded and over the counter (OTC) carbon markets lifted to 740k last week (+255k WoW), despite Monday’s public holiday (Australia Day – January 26th).

Weekly activity lifted above the compliance year-to-date average (724k), though remained below the January 2025 weekly average (934k).

Despite higher overall volumes, spot market activity softened to 310k (-120k WoW) – led by Generic No-Avoided Deforestation ACCUs (45%), followed by Generic ACCUs (42%) and Safeguard Mechanism Credits (SMCs) (13%).

Following Monday’s public holiday, spot prices resumed their recent uptrend on Tuesday despite light spot turnover (30k) – lifting to last trades of $37.60/t, up $0.20/t from the previous Friday’s Generic

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